Finance Advisor Graduate Jobs in Indore

We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Graduate / Post GraduateMin 1 year experience in LAP/HL/MortgageAge below 35 yearsGood communication skillsLanguage: English, Hindi, Regional Language (Mandatory)Computer Savvy: Word, Excel / E-mail / Web based systemPleasant, well groomed and confident

Job Openings for 500 sales consultant Jobs for Freshers in Gwalior,Agra,Morena,Bhopal,Indore,Jhansi,Datia,Dabra, Gwalior,Bhind,Malanpur, Gwalior,Chhindwara, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree, B.A with Good knowledge in Retail Sales,Corporate Sales,Channel Sales,Direct Sales,Financial Services Sales etc.

Building relationships witch customer, Open Demat Account , Sales financial product online

Fix customer appointments and visit potential customers for new business. Make the customer understand the various benefits available in the plan & check whether it meets the customer's requirements. Self-sourcing of customer leads from own natural market to sell a financial product. Customer Leads when provided are to be called and fix appointments for sales visits and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per the goal sheet given. Responsible for New Client Acquisition of trading accounts. .Maintain client MIS .

Attracting new clients by innovating and overseeing the sales process for the business.Working with senior team members to identify and manage company risks that might prevent growth

Credit executive responsibilities include:Coordination with prospective borrowers for Document completion and fetching data Coordination with bankers to solve there querries, get proposal sanctioned and disbursedTo prepare Project reports , CMA data, loan application forms and other forms regarding financeJob briefWe are looking for a Credit executive to facilitate lending for our clients by acting as a bridge between customer and banker and processing relevant paperwork.Credit executive's responsibilities include collecting documents & data, preparing loan applications, CMA & Project report. To be successful in this role, you should have a good understanding of Accounts,English,Computer and Tally. Experience of finance preferred.Ultimately, you will help firms clients acquire loans in a timely manner, while ensuring customer and banker satisfaction.ResponsibilitiesContact clients to gather financial data and documentationCoordinate with bankers to solve querriesFollow up bankers to get loan sanctioned & disbursed within the decided time frameTo prepare Project reports , CMA data, loan application forms and other forms regarding financeMaintain updated records of loan status on tallyTo coordinate with advocates , engineers for getting the search and valuation preparedRequirementsMale Graduate from Commerce Stream with Good Academics in 10+2Working Knowledge of Excel, Word and TallyGood Communication & Presentation SkillsHands-on experience in Finance and Customer service preferred