Financial Advisor (Indore)

Financial Advisor (Indore)

01 Oct
|
Fundtrack Research
|
Indore

01 Oct

Fundtrack Research

Indore

Job Title: Financial Advisor / Stock Market Advisory Executive

Job Type: Full-time

Location: 301–302, Rafael Tower, 8/2 Old Palasia, Saket Square, Indore, Madhya Pradesh – 452010

Job Summary

We are looking for motivated and confident Financial Advisors / Stock Market Advisory Executives to join our team. The candidate will be responsible for understanding clients’ financial and investment requirements, explaining our stock market advisory services, and converting qualified prospects into clients.

Key Responsibilities

- Explain stock market advisory services and investment-related offerings to prospective clients.
- Understand client requirements, financial goals, and risk preferences.
- Generate leads through calling, follow-ups, references, and other business development activities.
- Build and maintain strong relationships with existing and prospective clients.
- Clearly communicate advisory plans, features, processes, and applicable charges.
- Follow up with interested prospects and convert leads into clients.
- Maintain accurate records of client interactions and follow-ups.
- Achieve assigned monthly sales and client-acquisition targets.
- Coordinate with the research/advisory team to provide appropriate service information to clients.




- Ensure skilled and ethical communication with clients and follow applicable company/regulatory guidelines.

Candidate Profile
- Excellent communication and interpersonal skills.
- Good convincing, negotiation, and sales skills.
- Interest in the stock market, financial services, and investment advisory sector.
- Experience in financial services, stock market, insurance, banking, telecalling, or sales will be an advantage.
- Freshers with strong communication and a willingness to learn may also apply.
- Target-oriented and comfortable with client interaction and follow-ups.

Working Days & Timings
- Monday to Friday: 9:00 AM – 6:30 PM
- 1st Saturday: Off
- 2nd, 3rd & 4th Saturday: 10:00 AM – 4:00 PM
- Sunday: Off

Job Location 301–302, Rafael Tower, 8/2 Old Palasia, Saket Square, Indore, Madhya Pradesh – 452010

What We Offer

- Professional work environment
- Training and guidance on stock market advisory services
- Performance-based growth opportunities
- Opportunity to build a career in the financial services industry

If you are confident, target-oriented, and interested in financial markets and client advisory, we encourage you to apply. Pay: ₹15,000.00 - ₹30,000.00 per month

Benefits

- प्रॉविडेंट फ़ंड

Work Location: In person

📌 Financial Advisor (Indore)
🏢 Fundtrack Research
📍 Indore

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor (indore) / indore

Subscribe to this job alert:

Get the latest job offers by email for: financial advisor (indore) / indore