Financial Advisor (Vadodara)

Financial Advisor (Vadodara)

01 Nov
|
Choice International
|
Vadodara

01 Nov

Choice International

Vadodara

Company Description Choice International Limited is a diversified financial services group dedicated to helping individuals, businesses, and government institutions achieve their financial and strategic objectives. The company offers an integrated ecosystem of services, including Stock Broking, Wealth Management, Insurance Broking, NBFC lending, Asset Management, Investment Banking, and Public Sector Consulting. By combining innovation with deep industry expertise, Choice delivers comprehensive solutions that support trading, investment, advisory, lending, and strategic transformation needs. The organization plays an active role in India’s growth by partnering with clients across private and public sectors on projects in infrastructure, digital transformation, and social development. Choice emphasizes a customer-first approach and long-term relationships, creating meaningful impact through trusted, value-driven services. Role Description This is a full-time, on-site Salesperson role based in Anand. The Salesperson will be responsible for identifying and prospecting potential clients across the company’s financial services offerings, explaining products and solutions, and guiding clients through onboarding processes. Daily activities include meeting with prospective and existing clients, conducting needs assessments, presenting suitable financial and advisory services, and following up to close sales and meet revenue targets. The role involves maintaining detailed records of client interactions, preparing basic sales reports,



and coordinating with internal teams to ensure smooth service delivery and high client satisfaction. The Salesperson is expected to stay informed about market trends, regulatory developments, and new products to effectively address client queries and recommend appropriate solutions. Qualifications
• Strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term client relationships.
• Excellent communication and interpersonal skills for engaging with diverse client segments, including individuals, SMEs, and corporates.
• Basic understanding of financial products and services such as investments, insurance, lending, and advisory solutions (prior experience in financial services is an advantage).
• Ability to conduct client needs analysis, present solutions clearly, and handle objections in a professional manner.
• Solid organizational and time-management skills to manage multiple client interactions and follow-ups efficiently.
• Proficiency in using basic office software and CRM or sales tracking tools to maintain accurate records and reports.
• Self-motivated, target-driven mindset with the capacity to work independently while collaborating effectively with internal teams.
• Bachelor’s degree in Business, Finance, Marketing, or a related field preferred; relevant sales experience may be considered in lieu of formal education.
• Comfort working in an in office environment in Anand and meeting clients in person as required.

📌 Financial Advisor (Vadodara)
🏢 Choice International
📍 Vadodara

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