Financial Advisor

Year    WB, IN, India

Job Description

Position

: Financial Advisor

Experience

: 1-2 years

Salary

: 16,000-30,000 Per month + incentives + Other perks and benifts

Shift

: Day shift (5 Days )

Working Days

: Monday- Friday

Week off

: Saturday-Sunday Fixed off

Key Responsibility :



Acquisition and onboarding of Retail and HNI clients. Building and managing long-term client relationships. Advising clients on suitable investment solutions. Achieving assigned sales targets. Regular follow-ups to ensure portfolio growth and client satisfaction. Keeping updated with market trends and regulations.

Products to be Handled:



Demat & Trading Accounts Mutual Funds Structured Products Alternative Investment Funds (AIF) Portfolio Management Services (PMS) Debt Products (Bonds, NCDs, etc.) Insurance Products

Requirements:



1-2 years of experience in financial services sales. Strong knowledge of wealth management products. Excellent communication and interpersonal skills. Target-driven and client-focused approach

.


Job Types: Full-time, Permanent

Pay: ?16,000.00 - ?30,000.00 per month

Benefits:

Health insurance Provident Fund
Experience:

as a financial advisor: 1 year (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD5166923
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    WB, IN, India
  • Education
    Not mentioned
  • Experience
    Year