Website:
finservesimplified.in
Job details:
Company Description
Finserve Simplified is dedicated to simplifying financial services for modern investors. With over 20 years of expertise, we provide transparent processes, personalized guidance, and a strong commitment to financial well-being. Our platform is a one-stop solution for wealth management, future planning, and investment needs. Finserve Simplified empowers individuals with smarter, more secure financial decisions while prioritizing trust and simplicity.
📍 Location: Noida (Hybrid Working Model)
💼 Experience: 1–2 Years
🕒 Employment Type: Full-Time
About the Role
We are looking for a dynamic and result-oriented professional with experience in stock broking and financial product sales to join our growing team in Noida. The ideal candidate should have hands-on experience in lead conversion, client relationship management, and cross-selling investment products such as Mutual Funds, Bonds, Insurance, and Equity-related offerings.
Key Responsibilities
- Convert inbound and outbound leads into active clients through effective sales and relationship-building strategies.
- Drive activation and revenue generation from the existing client base.
- Promote and sell financial products including:
- Equity & Stock Broking Services
- Mutual Funds
- Bonds & Fixed Income Products
- Insurance Products
- Build long-term relationships with clients and provide investment-related support.
- Achieve monthly sales and activation targets.
- Coordinate with internal teams for smooth onboarding and service delivery.
- Maintain regular follow-ups and portfolio engagement with clients.
Candidate Requirements
- 1–2 years of relevant experience in:
- Stock Broking
- Wealth Management
- Financial Product Sales
- Good understanding of financial markets and investment products.
- Strong communication, negotiation, and sales skills.
- Experience in lead conversion and client retention is mandatory.
- Basic knowledge of CRM tools and client servicing processes preferred.
- Graduate in Finance, Commerce, Business, or related field preferred.
- Certifications in financial markets and stockbroking (e.g., NISM or equivalent) are an added advantage.
What We Offer
Hybrid working flexibility
Attractive incentives and performance-based growth
Exposure to diverse financial products and investment solutions
Career growth opportunities in the financial services domain
Collaborative and growth-focused work environment
📩 Apply Now
Interested candidates can share their updated resume via LinkedIn Easy Apply or email at vishal@finservesimplified.in
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