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Financial Consultant

1.00 to 10.00 Years   Vadodara, SuratSurat, Ahmedabad, Rajkot   10 Feb, 2026
JobStation Enterprise LLP Hiring For Leading Wealth Management Company
Job LocationVadodara, SuratSurat, Ahmedabad, Rajkot
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Role: Financial ConsultantJob Highlights: Minimum 1yr of experience from the BFSI sales background.Education: Graduate in Any Specialization/ MBA in Marketing & Finance.JOB DESCRIPTION:
    • Advise and update the client on various investment opportunities from time to time
    • Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
    • New client prospecting through cold calling ,appointment ,reference etc.
    • Updated client with research report on new schemes IPO & -MARKET TRENDS.
    • Provide investment application forms to client and assist them in filling.
    • Arranging investment awareness seminars.
    • Prepare daily sales report and send to branch head .Analyzing the clients financial needs && advising
    • on the same
    • Acquiring new clients
    • To generate revenue by meeting the targets set by the superiors
    • Keeping up with the latest issues of Mutual Funds NFOs ,SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis

Keyskills :
investmentcross sellingdematmutual fundssecuritieswealthlife insurancerelationship management

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