Financial ABCD

Location: Thaltej, Ahmedabad

About the Company – Financial ABCD

Financial ABCD is a growing financial advisory firm focused on helping individuals and businesses make informed investment decisions. The company specialises in mutual fund distribution and provides customised financial solutions to support long-term wealth creation.

The firm operates through two key models:
B2C: Offering advisory and investment solutions directly to clients
B2B: Building and supporting a network of Independent Financial Advisors (IFAs) for mutual fund distribution

With a solid emphasis on financial awareness, ethical practices, and qualified growth, Financial ABCD aims to simplify investing and create sustainable career opportunities in the financial services industry.

Roles & Responsibilities
Client Relationship Management: Maintain strong relationships with existing clients to ensure satisfaction and retention.
Portfolio Review: Regularly review client portfolios and suggest suitable updates (MF, insurance, and loans).
Upselling & Cross-selling:



Identify opportunities to offer additional financial products based on client needs.
Client Support: Resolve queries, provide timely assistance, and ensure a smooth service experience.
Retention Strategy: Engage clients through regular follow-ups and value-added financial insights.
Performance Monitoring: Track client investments and guide them for better financial outcomes.

Qualifications
M.Com, MBA (Marketing/Finance) preferred
B.Com Graduates

Skills Required
Strong communication and interpersonal skills
Sales and negotiation abilities
Interest in financial advisory and investment products
Self-motivated and disciplined

Experience
Experienced in Banking CASA Selling Products.
Prior experience in sales, marketing, or finance will be an advantage.

Compensation
Package: Up to ₹3 LPA
Performance-based incentives may be applicable
Petrol allowance

Job Type: Full time

Pay: ₹20,0

📌 Unit Manager Ahmedabad
🏢 Financial ABCD
📍 Ahmedabad