Financial Advisor

Industry: Financial Services / Stock Market Advisory

 Job Type: Full-Time

 Experience: Fresher to 6 months – 1 year

 Joining: Immediate Joiners Preferred

Role Overview - We are looking for an energetic and result-oriented Business Development Executive (BDE) to join our growing Stock Market Advisory firm. The ideal candidate will be responsible for acquiring new clients, explaining our financial advisory services, and supporting business growth through effective communication and relationship-building skills.

Key Responsibilities

Identify and generate new business opportunities through calls, leads, and referrals

Explain company services related to stock market advisory, and investment research

Understand client requirements and suggest suitable advisory services

Maintain and update client data in CRM systems

Follow up with prospective clients to close sales

Achieve daily, weekly, and monthly sales targets

Build long-term relationships with clients for repeat business

Ensure compliance with company policies and SEBI guidelines

Eligibility Criteria 

Freshers are welcome (training will be provided)

6 months to 1 year experience in BDE, Tele Sales, Financial Sales, or Stock Market industry preferred

Graduation in any discipline (Finance/Commerce preferred but not mandatory)

Strong communication and convincing skills (Hindi & English preferred)

Basic knowledge of stock market / trading / investment is an advantage

Goal-oriented with a positive attitude

Ability to work under pressure and meet targets

Immediate joiners will be given preference

Skills Required

Excellent verbal communication skills

Sales and negotiation skills

Client handling and follow-up skills

Basic computer knowledge (MS Excel, CRM)

Willingness to learn about financial markets

Perks & Benefits

Fixed Salary + Attractive Incentives

Performance-based bonuses

Professional training & skill development

Career growth opportunities in the financial market domain

Friendly and growth-oriented work environment