Financial Advisor

Financial Advisor

Company: Bulls AI / Bulls Assets Investment Solutions
Location: Dharampeth Nagpur
Employment Type: Full-Time

Job Summary

We are looking for a motivated and client-focused Financial Advisor to join our team. The candidate will be responsible for understanding clients’ financial goals, providing suitable financial product information, maintaining client relationships, and supporting business growth while following applicable regulatory and compliance requirements.

Key Responsibilities

• Understand clients’ financial goals, risk profile, and investment requirements.
• Explain financial products such as Mutual Funds, Insurance, Investments, and other financial solutions.
• Assist clients with account opening, documentation, KYC, and transaction-related processes.
• Develop and maintain strong relationships with existing and prospective clients.
• Generate leads through calls, meetings, references, and networking.
• Follow up with prospects and convert qualified leads into clients.
• Provide regular service and support to existing clients.
• Coordinate with internal teams for smooth execution of client requirements.
• Keep updated with market developments, financial products, and regulatory requirements.
• Maintain accurate records of client interactions and transactions.
• Follow company policies, ethical standards, and applicable regulatory guidelines.

Requirements

• Graduate degree in Finance, Commerce, Business, or a related field preferred.
• 0–3 years of experience in financial services, banking, insurance, mutual funds, or sales preferred.
• Good communication and interpersonal skills.
• Basic understanding of financial markets and investment products.
• Strong relationship-building and client-handling skills.
• Ability to work independently and achieve business targets.
• Knowledge of MS Office and basic CRM tools is an advantage.

Skills

• Financial product knowledge
• Client relationship management
• Sales & lead generation
• Communication skills
• Negotiation and follow-up
• Market awareness
• Problem-solving
• Target-oriented approach

What We Offer

• Competitive salary + performance incentives
• Professional training and learning opportunities
• Growth and career development opportunities
• Exposure to financial markets and investment products
• Supportive and professional work environment

Job Types: Full-time, Internship, Fresher

Pay: From ₹15,000.00 per month

Benefits:

• Internet reimbursement

Work Location: In person