Financial Advisor

Urja Investment; New Delhi; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Urja Investment in Delhi is seeking an experienced sales professional to manage inbound and company-generated leads for stock broking services. You will engage with prospective clients, understand their investment needs, and recommend appropriate Demat and trading solutions.

The role focuses on acquiring Demat & trading accounts, building client relationships, and achieving monthly sales targets within a dynamic financial services environment.

Qualifications

• 3–4 years of experience in stock broking.
• Experience in Demat & Trading Account acquisition is mandatory.
• Knowledge of Equity, Mutual Funds, IPOs and other investment products.

Responsibilities

• Managed inbound and company-generated leads for business conversion.
• Connected with prospective customers to understand their requirements and recommend suitable products/services.
• Generated business through company-provided leads and client referrals/references.
• Built and maintained strong relationships with existing and potential clients.
• Conducted regular follow-ups to maximise lead conversion and achieve sales targets.
• Coordinated with internal teams to ensure smooth onboarding and customer satisfaction.
• Maintained customer records and updated sales activities in the CRM. Consistently worked towards achieving monthly sales and revenue targets.

Skills

Stock Broking

Client Acquisition

Investment Knowledge

Job description

Role & responsibilities

• Managed inbound and company-generated leads for business conversion.
• Connected with prospective customers to understand their requirements and recommend suitable products/services.
• Generated business through company-provided leads and client referrals/references.
• Built and maintained strong relationships with existing and potential clients.
• Conducted regular follow-ups to maximise lead conversion and achieve sales targets.
• Coordinated with internal teams to ensure smooth onboarding and customer satisfaction.
• Maintained customer records and updated sales activities in the CRM. Consistently worked towards achieving monthly sales and revenue targets.

Preferred candidate profile

• Minimum 3-4 years of experience in a Stock Broking
• Experience in Demat & Trading Account acquisition is mandatory.
• Knowledge of Equity, Mutual Funds, IPOs, and other investment products.