Business Development
Posted
We are looking for a knowledgeable and client-oriented Financial Advisor to join our growing team. The ideal candidate will understand a wide spectrum of financial products and be able to assess client needs, recommend suitable investment and savings options, and build long-term relationships based on trust and financial well-being.
Requirements
Required Skills & Qualifications
- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field (MBA/PGDM preferred).
- NISM certifications preferred (e.g., NISM Series V-A – Mutual Fund Distributors, NISM Series XA/XB for PMS, or equivalent).
- AMFI Registration Number (ARN) — mandatory or willingness to obtain within a defined timeline.
- Working knowledge of Mutual Funds, PMS, SIF, ETFs, Index Funds, Bank FD/RD, PPF, EPF, SCSS, and other traditional & market-linked instruments.
- Strong understanding of financial planning concepts — asset allocation, risk profiling, taxation, and goal-based investing.
- Excellent communication, interpersonal, and client-relationship management skills.
- Proficiency with CRM tools (Zoho Recruit/CRM or similar) and MS Office/Excel.
- Self-motivated with strong ethics, integrity, and ability to work independently as well as in a team.
- Prior experience in a broking house, AMC, bank, or wealth management firm is an added advantage.
Key Responsibilities
- Meeting New prospect to acquire new investor.
- Provide Financial Guidance
- Connect with the existing investor either on phone calls or online channels.
- Conducting portfolio Reviews Either physically or online
- Recording all the work done on Zoho CRM
- Follow Up with Prospects and Clients:
- Ensure Compliance and Ethical Practices
- Build Strong Client Relationships.
Benefits
- Competitive fixed salary with attractive incentive/commission structure.
- Performance-based bonuses linked to AUM growth and client acquisition.
- Structured training and mentorship on financial products, compliance, and client handling.
- Support for professional certifications (NISM/CFP) and continuing education.
- Access to a wide product basket (MF, PMS, SIF, FD/RD, ETF, Index Funds, PPF, EPF, SCSS) enabling holistic client advisory.
- Career growth path into Senior Advisor, Team Lead, or Branch Manager roles.
- Health insurance and other statutory benefits (PF, ESI as applicable).
- Supportive, ethics-first work culture focused on long-term client relationships over transactional sales.