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Financial advisor

salary 15,000 - 25,000 /month
company-logo
job companyPhantom Market Research
job location Near Saket Square, Indore
job experience6 - 12 months Experience in Telesales / Telemarketing
25 Openings
full_time Full Time

Skills Required

Lead Generation

Job Highlights

sales
Sales Type: Stock Market / Mutual Funds
qualification
Graduate and above
gender
All genders
jobShift
6 days working | Day Shift
star
Job Benefits: PF

Job Description

Job Title: Financial Advisor / Stock Market Advisory Executive

Job Type: Full-time

Location: 301–302, Rafael Tower, 8/2 Old Palasia, Saket Square, Indore, Madhya Pradesh – 452010

Job Summary

We are looking for motivated and confident Financial Advisors / Stock Market Advisory Executives to join our team. The candidate will be responsible for understanding clients’ financial and investment requirements, explaining our stock market advisory services, and converting qualified prospects into clients.

Key Responsibilities

Explain stock market advisory services and investment-related offerings to prospective clients.

Understand client requirements, financial goals, and risk preferences.

Generate leads through calling, follow-ups, references, and other business development activities.

Build and maintain strong relationships with existing and prospective clients.

Clearly communicate advisory plans, features, processes, and applicable charges.

Follow up with interested prospects and convert leads into clients.

Maintain accurate records of client interactions and follow-ups.

Achieve assigned monthly sales and client-acquisition targets.

Coordinate with the research/advisory team to provide appropriate service information to clients.

Ensure professional and ethical communication with clients and follow applicable company/regulatory guidelines.

Candidate Profile

Excellent communication and interpersonal skills.

Good convincing, negotiation, and sales skills.

Interest in the stock market, financial services, and investment advisory sector.

Experience in financial services, stock market, insurance, banking, telecalling, or sales will be an advantage.

Freshers with strong communication and a willingness to learn may also apply.

Target-oriented and comfortable with client interaction and follow-ups.

Working Days & Timings

Monday to Friday: 9:00 AM – 6:30 PM

1st Saturday: Off

2nd, 3rd & 4th Saturday: 10:00 AM – 4:00 PM

Sunday: Off

Job Location

301–302, Rafael Tower, 8/2 Old Palasia, Saket Square, Indore, Madhya Pradesh – 452010

What We Offer

Professional work environment

Training and guidance on stock market advisory services

Performance-based growth opportunities

Opportunity to build a career in the financial services industry

If you are confident, target-oriented, and interested in financial markets and client advisory, we encourage you to apply.

Other Details

  • It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 1 years of experience.

More about this Financial advisor job

  1. Who is eligible to apply for this Financial advisor job at Phantom Market Research?
    Ans : Candidates should have a Graduate and above qualification and skills like Lead Generation for this Financial advisor job offered by Phantom Market Research.
  2. How much can you earn in this position?
    Ans : You can earn between ₹15,000-₹25,000 per month in this Financial advisor position.
  3. What shift and timings does this job follow?
    Ans : This Financial advisor job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Near Saket Square, Indore.
  5. How many openings are available for this position?
    Ans : There are 25 openings available for this position.
  6. Is this job open for all genders?
    Ans : Yes, this Financial advisor job is open for both male and female candidates.
  7. What work will you do in this role?
    Ans : As a Financial advisor, you will work on skills like Lead Generation.
  8. Where is this job located?
    Ans : This Financial advisor job is located in Near Saket Square, Indore.
  9. What kind of candidate is ideal for this job?
    Ans : A candidate with skills like Lead Generation along with 1-1 years of experience is ideal for this Financial advisor job.
  10. Why should you apply for this Financial advisor job?
    Ans : This Financial advisor job offers a salary between ₹15,000-₹25,000 per month. This is a Full Time opportunity and has 25 openings available.
Candidates can call HR for more info.
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Other Details

Incentives

No

No. Of Working Days

6

Benefits

PF

Skills Required

Lead Generation

Shift

Day

Contract Job

No

Salary

₹ 15000 - ₹ 25000

English Proficiency

Yes

Contact Person

Kiran Rathore

Interview Address

301-302, Rafael Tower, 8/2 Old Palasia, Saket Square, Indore Mp 452010, Saket Square, Indore
Posted 7 hours ago
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