Business Development

Outmarc Financial Services Pvt; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Incentives/Commission structure

Structured training and mentorship

Job summary

Outmarc Financial Services Pvt. Ltd. is seeking a knowledgeable Financial Advisor to join our Bengaluru team.

The candidate will understand a wide spectrum of financial products and assess client needs to recommend suitable investment options and savings strategies. You will build long-term relationships founded on trust and financial well-being, connect with new prospects, and review portfolios regularly through Zoho CRM.

Qualifications

• Bachelor’s degree in Finance, Commerce, Economics, Business Administration or related field; MBA/PGDM preferred.
• NISM/AMFI-like certifications and ARN are valued but not required.
• Strong knowledge of mutual funds, PMS, ETFs, fixed income and other traditional instruments.

Responsibilities

• Meet new prospects to acquire investors.
• Contact existing investors via phone or online channels.
• Conduct portfolio reviews with clients, in person or online.
• Record all activities in Zoho CRM and maintain accurate client data.
• Perform follow-ups with prospects and clients to nurture relationships.
• Ensure compliance and ethical practices in all client interactions.
• Build and maintain strong client relationships with trust and transparency.
• Benefit from a competitive fixed salary plus incentives/commissions; opportunities for certification support and mentorship.

Skills

Communication skills

Interpersonal skills

CRM proficiency

MS Excel/Office

Client relationship management

Ethics & integrity

Education

Bachelor's degree in Finance/Commerce/Economics/Business Administration (MBA/PGDM preferred)

Tools

Zoho CRM

MS Office/Excel

Job description

Outmarc Financial Services Pvt | Full time

Outmarc FinancialServices Pvt. Ltd. is a professionally managedfinancial services firm committed to helping individuals, families andbusinesses make informed and purposeful financial decisions.

We believe that wealthmanagement is not simply about selecting financial products or chasing returns. It is about understanding a client’s aspirations, responsibilities, riskappetite and long-term goals—and then creating a structured financial approach that brings clarity, discipline and confidence to every decision.

At Outmarc, we workclosely with our clients to understand where they are today, where they wantto go, and what it will take to get there.

Financial decisions become meaningful when they are aligned withlife goals.

Our approach therefore focuses on:

• Understanding the Client – We begin by understanding financial circumstances, objectives,priorities and risk tolerance.
• Planning with Purpose – Investments are structured around specific financial goals ratherthan isolated products.
• Portfolio Discipline – We focus on appropriate asset allocation, diversification andperiodic portfolio review.
• Long-Term Relationships – We believe financial planning is an ongoing journey, not aone-time transaction.
• Clarity & Transparency – We aim to make financial concepts and decisions simple,transparent and easy to understand.
• Continuous Review – As markets, financial circumstances and life goals change, wehelp clients review and realign their financial strategy.

A structured approach to managing and growing wealth while keepingthe client’s objectives, risk profile and time horizon at the centre.

Goal-oriented financial planning covering important milestones suchas children’s education, marriage, home purchase, retirement and wealthcreation.

Periodic review of investment portfolios to assess asset allocation,diversification, performance and alignment with financial objectives.

Assistance in selecting and managing suitable Instruments for investmentsolutions based on individual requirements and risk tolerance.

We help clients connect their investments with clearly definedfinancial goals, creating greater discipline and purpose in the investmentjourney.

Helping clients prepare financially for the future by buildingstrategies designed around their desired lifestyle, retirement horizon andlong-term objectives.

Financial guidance for entrepreneurs and SMEs to help bring greaterstructure to personal wealth, business cash flows and long-term financialobjectives.

We believe that successful wealth creation is not about predictingevery market movement.

It is about making the right decisions consistently, stayingdisciplined through different market cycles and ensuring that investmentsremain connected to the bigger picture.

Our role is to simplify complexity, provide perspective and help ourclients remain focused on what truly matters.

Personalised ApproachEvery client has a different financial journey. Our recommendations aretherefore based on individual circumstances and objectives.

Goal-Oriented ThinkingWe focus on the purpose behind investments—not merely the investment itself.

Long-Term PerspectiveWe encourage disciplined investing and informed decision-making rather thanshort-term reactions to market movements.

Relationship DrivenWe aim to build lasting relationships with clients based on trust, transparencyand consistent engagement.

Professional &StructuredOur processes are designed to bring discipline and consistency to financialdecision-making.

To become a trusted financialpartner for individuals, families and businesses by bringing clarity,discipline and purpose to their financial journey.

To simplify financialdecision-making and help our clients build, manage and preserve wealth through goal-orientedplanning, disciplined investing and long-term relationships.

At Outmarc FinancialServices Pvt. Ltd., we understand that every investment represents somethingbigger—a child’s future, a comfortable retirement, a dream home, financialindependence or the legacy one wishes to leave behind.

That is why we don’t lookat investments in isolation.

We look at the person,the purpose and the journey behind the investment.

We are looking for a knowledgeable and client-oriented Financial Advisor to join our growing team. The ideal candidate will understand a wide spectrum of financial products and be able to assess client needs, recommend suitable investment and savings options, and build long-term relationships based on trust and financial well-being.

Requirements

Required Skills & Qualifications

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field (MBA/PGDM preferred).
• NISM certifications preferred (e.g., NISM Series V-A – Mutual Fund Distributors, NISM Series XA/XB for PMS, or equivalent).
• AMFI Registration Number (ARN) — mandatory or willingness to obtain within a defined timeline.
• Working knowledge of Mutual Funds, PMS, SIF, ETFs, Index Funds, Bank FD/RD, PPF, EPF, SCSS, and other traditional & market-linked instruments.
• Strong understanding of financial planning concepts — asset allocation, risk profiling, taxation, and goal-based investing.
• Excellent communication, interpersonal, and client-relationship management skills.
• Proficiency with CRM tools (Zoho Recruit/CRM or similar) and MS Office/Excel.
• Self-motivated with strong ethics, integrity, and ability to work independently as well as in a team.
• Prior experience in a broking house, AMC, bank, or wealth management firm is an added advantage.

Key Responsibilities

• Meeting New prospect to acquire new investor.
• Connect with the existing investor either on phone calls or online channels.
• Conducting portfolio Reviews Either physically or online
• Recording all the work done on Zoho CRM
• Follow Up with Prospects and Clients:
• Ensure Compliance and Ethical Practices
• Build Strong Client Relationships.
• Competitive fixed salary with attractive incentive/commission structure.
• Performance-based bonuses linked to AUM growth and client acquisition.
• Structured training and mentorship on financial products, compliance, and client handling.
• Support for professional certifications (NISM/CFP) and continuing education.
• Access to a wide product basket (MF, PMS, SIF, FD/RD, ETF, Index Funds, PPF, EPF, SCSS) enabling holistic client advisory.
• Career growth path into Senior Advisor, Team Lead, or Branch Manager roles.
• Health insurance and other statutory benefits (PF, ESI as applicable).
• Supportive, ethics-first work culture focused on long-term client relationships over transactional sales.