Financial Advisor

Company: Premier Capital Advisor

Location: Chembur, Mumbai

Position: Financial Products Sales Executive / Relationship Manager

Employment Type: Full-Time

Industry: Wealth Management & Financial Services

About the RoleWe are looking for an energetic, confident and result-oriented Sales Executive to grow our financial products distribution business.

The candidate will be responsible for acquiring new clients, building long-term relationships, generating investment opportunities and increasing the company's Assets Under Management (AUM).

Key Responsibilities1. New Client Acquisition

• Identify and approach potential HNI, affluent, salaried, business-owner and NRI clients.
• Generate leads through referrals, networking, LinkedIn, calling and field visits.
• Schedule client meetings and convert qualified prospects into investors.
• Develop new business opportunities across Chembur and Mumbai.

2. Financial Products Sales

Promote and distribute suitable financial products, including:

• Mutual Funds – SIPs and Lump-Sum Investments
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Specialised Investment Funds (SIF)
• Bonds and Fixed-Income Products
• Direct Equity and Other Investment Products
• Insurance and Protection Products

Products to be offered according to the company's applicable registrations, authorisations and client suitability.

3. Client Relationship Management

• Build strong and lasting client relationships.
• Understand clients' investment objectives, risk profiles and financial requirements.
• Conduct regular client meetings and investment follow-ups.
• Identify opportunities for additional investments from existing clients.
• Generate referrals and strengthen client engagement.

4. Sales Execution & Business Development

• Achieve monthly sales, SIP registration and net AUM mobilisation targets.
• Conduct daily prospecting and follow-up activities.
• Maintain an active pipeline of qualified prospects.
• Coordinate with operations for documentation, KYC and transaction processing.
• Participate in investor awareness programmes, networking events and local business activities.

5. Reporting & Coordination

• Maintain accurate lead and client records in the CRM.
• Submit daily activity reports and weekly sales updates.
• Track meetings, conversions, investments and pending closures.
• Coordinate with management to improve sales strategies.
• Candidate RequirementsGraduate in Commerce, Finance, Business Administration or a related field.
• 1–4 years of experience in financial products sales, banking, mutual funds, insurance or wealth management preferred.
• Freshers with excellent communication and sales abilities may also apply.
• Strong communication skills in English and Hindi; Marathi is an advantage.
• Confident in client meetings, relationship building and sales follow-ups.
• Comfortable with inside sales and outdoor client meetings.
• Knowledge of mutual funds and investment products is desirable.
• NISM Series V-A certification preferred and required for applicable mutual fund distribution activities.
• Key Performance Indicators (KPIs)New clients acquired monthly.
• Net new AUM mobilised.
• New SIP registrations and monthly SIP value.
• Client meetings conducted.
• Lead-to-client conversion ratio.
• Additional investment mobilisation from existing clients.
• Revenue generated from eligible financial product distribution.
• What We OfferFixed salary with performance-linked incentives.
• Opportunity to work across multiple financial products.
• Training in mutual funds, PMS, AIFs, bonds and other investment solutions.
• Direct interaction with business owners and affluent investors.
• Career growth in relationship management and wealth distribution.

Ideal CandidateWe are looking for someone who enjoys meeting people, building connections and converting conversations into business opportunities.

A proactive sales professional with strong follow-up discipline, relationship-building abilities and a passion for growing a financial services business.

Interested candidates can share their resumes with Premier Capital Advisor.