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.
Solid 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 skilled 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 advantages (PF, ESI as applicable).
Supportive, ethics-first work culture focused on long-term client relationships over transactional sales.

📌 Business Development Bengaluru
🏢 Outmarc Financial Services Pvt
📍 Bengaluru