Financial Consultant – Field Sales

Financial Consultant – Filed Sales

Key Responsibilities

Acquire new clients through cold-calling, referrals, and networking.

Open demat and trading accounts for clients.

Understand client financial goals and recommend suitable products (Equity, Mutual Funds, Insurance, Bonds, PMS, etc.).

Cross-sell investment products and services.

Provide market updates, research reports, and product information to clients.

Maintain strong client relationships through regular follow-ups and service support.

Assist clients with investment transactions and documentation.

Ensure compliance with regulatory guidelines and company policies.

Achieve monthly sales targets and contribute to branch AUM growth.

Required Qualifications & Skills

Graduate in Commerce, Finance, Business, or related field.

Experience in financial product sales or broking (freshers with certification can also apply).

Strong communication and client-handling skills.

Good understanding of financial markets & investment products.

Target-driven, self-motivated, and good at relationship building.