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Financial Advisors for a leading Financial Securities Broking organisation

Keywords / Skills : sales, Trading, nism-8

2 - 7 years
Posted: 2019-08-08

Job Description
Job Responsibilities:
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.

Performance Goals:
Revenue generation

• Responsible to generate brokerage primarily through advising clients on their portfolio.

• Responsible to acquire new Clients from the Market.

• Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

• Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.

• Focus on generating new business and build client network.


• Maintain high level of compliance as per company norms.

Mandatory Skills:
Good communication (verbal and written) skills. Ability to speak in local language.

Strong product knowledge and understanding of capital market.

Strong selling skills and ability to manage multiple product sales.

Relevant Experience:
Minimum of 2 year relevant experience in equity broking/selling third party products.

Qualification Required:
Graduate from recognized university or college.

Holds latest certificate of NISM 8 series.

Should have basic computer knowledge of using email, Microsoft office and trading terminal.

Key Skill(s)

About Company

Our client is one of India's leading securities-broking organisations having offices all over India and serving more than 8 lakh customers across both Offline and Online platforms. It is a subsidiary of a leading Indian financial service conglomerate. Our clients are on a rapid growth phase and hope to grow very rapidly in the next few years. Our client seeks to recruit dynamic & experienced financial advisors to be based in various metro cities in India (including Mumbai, Pune & Ahmedabad).
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