Role Overview
We are looking for dynamic and result-oriented candidates for the position of Financial Consultant The role involves generating business, building strong customer relationships, and promoting financial products.
🔹 Key Responsibilities
Generate new business through field sales and customer acquisition.
Promote financial products such as Mutual Funds, Demat Accounts, Share Trading, and other investment products.
Build and maintain strong relationships with customers.
Identify customer financial needs and recommend suitable products.
Achieve monthly sales targets and business goals.
Conduct client meetings and follow-ups to close business opportunities.
🔹 Eligibility Criteria
Education: Candidate must be a Graduate.
Age: 21 to 35 years.
Experience: Minimum 2+ years of sales experience preferred.
Candidates with experience in Mutual Funds, Share Market, or Demat Accounts will be given preference.
Must be comfortable with field sales.
🔹 Additional Requirements
Candidate must have own vehicle and valid driving license.
For Branch Relationship Officer (BRO) role, graduate fresher female candidates can also be considered.
🔹 Key Skills
Strong communication and interpersonal skills
Sales and target orientation
Customer relationship management
Basic knowledge of financial products