Role & 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.

Preferred candidate profile

- 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.

- Robust 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.

📌 Financial Advisor (Bengaluru)
🏢 outmarc financial services
📍 Bengaluru