Financial Services Openings – Financial Consultant / Equity Dealer / BSE / Branch Manager

We are hiring experienced and motivated professionals for multiple openings across Karnataka in the Financial Services / Stock Broking domain.

Open Positions:

Financial Consultant (FC) / Equity Dealer / BSE / Branch Manager (BM)

Locations: Tumkur, Mysore, Bangalore, Hosur, Bijapur, Chitradurga, Gadag, Davangere, Bagalkot, Mercara (Madikeri), Shimoga and Bhatkal.

Financial Consultant – Responsibilities

• Acquire new clients through cold calling, references, appointments and meetings.
• Promote Mutual Funds, SIPs, Insurance, Equity, Currency, PMS, Bonds and other investment products.
• Cross-sell financial products to existing clients.
• Maintain regular customer follow-up and relationship management.
• Share market updates and investment opportunities with clients.
• Support customer retention and branch AUM growth.
• Achieve individual and branch sales targets.

Equity Dealer – Responsibilities

• Execute client orders accurately through stock trading terminals.
• Provide trade confirmations and update clients on their positions.
• Resolve customer trading-related queries.
• Increase trading volumes and dealing revenue through client engagement.
• Activate inactive customers and cross-sell financial products.
• Maintain strong client relationships and achieve revenue targets.

Eligibility

• Graduation is mandatory.
• Financial Consultant: Minimum 1 year of relevant experience; NISM Series V preferred.
• Equity Dealer: Minimum 1 year of relevant experience with NISM Series VIII certification.
• Candidates from Stock Broking, Banking, Mutual Funds, Insurance, Wealth Management or Financial Product Sales backgrounds will be preferred.
• Good communication, customer relationship and sales skills required.

Note: Detailed responsibilities and eligibility criteria for BSE and Branch Manager were not included in the available JDs and can be shared separately during screening.

Interested candidates can apply with their updated resume mentioning Current Location, Preferred Location, Position Applied, Total Experience, Current CTC, Expected CTC, Notice Period and NISM Certification details.