Financial Advisor

Key Responsibilities:

Acquire new clients through calls, meetings, and referrals.

Offer and promote a range of financial products:

➤ Mutual Funds, Insurance, Equity & Debt, Currency Trading, PMS, SGBs, etc.

Perform cross-selling & up-selling ethically to maximize client value.

Regularly engage with clients for servicing, reporting, and retention.

Guide clients in form-filling and application procedures.

Stay updated on market trends, IPOs, MF schemes, and provide insights.

Maintain CRM and daily sales reports accurately.

Support local branch marketing and promotional activities.

🛠 Key Skills & Competencies:

Strong market knowledge and financial acumen

Excellent communication in English and local language

Convincing & interpersonal skills

Analytical mindset and resourcefulness

Willingness to travel when required

🎯 Behavioral Attributes:

Initiative & perseverance

Cultural sensitivity & teamwork

Results-driven approach

Passion for learning and client service