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Financial Services Consultant (Sales)

Morgan Placement & Consultancy Pvt. Ltd.

Indore

Not Disclosed

2 - 7 Years

Full Time - Permanent

About Employer

Applicants:3

Posted on 27 May, 2026

In Office

Job Description | Responsibilities

Client acquisition & Grievance Handling.

Explain Trading Strategies, Company Terms, and Market Risk to the Clients.

Generate prospects on Daily Basis via Telephonic, Visual & Text conversations.

Conduct Risk Profile Management & Trading Strategies sessions with the clients.

Achieve Monthly tasks via Client Acquisition on Generating Leads.

Overview

Industry - Banking / Financial Services
Functional Area - Finance / Accounts / Tax / Company Secretary / Audit, Sales / Business Development / Client Servicing
Job Role - TRAINEE / FRESHER / FREELANCER / CONSULTANT
Employment type - Full Time - Permanent
Work Mode - In Office

Qualifications

Any Graduate - Any Specialization
Any Post Graduate - Any Specialization
Any Doctorate - Any Specialization

Job Related Keywords

Financial Services Consultant Financial Sales Consultant Financial Advisor Investment Consultant Wealth Management Consultant Financial Relationship Manager Banking Sales Consultant