Investment Counselor (Sales)Fynocrat • Uttar Pradesh, India
Investment Counselor (Sales)
Fynocrat • Uttar Pradesh, India
19 hours ago
Job descriptionMust achieve a monthly sales target equivalent to 3× - 4× of the fixed salary. Demonstrate high professionalism, persistence, and performance-driven work ethics. Ensure quality client interactions focused on transparency and trust. Engage with leads provided by the company and convert them into active clients through consultative discussions. Understand clients investment goals, risk appetite, and financial preferences to recommend suitable Fynocrat research products. Consistently meet and exceed weekly and monthly sales targets. Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals. Conduct follow-ups through calls, WhatsApp, and emails to ensure continuous engagement. Maintain accurate client data and update CRM records regularly. Coordinate with the Research and Customer Service teams for smooth client onboarding and post-sale support. Stay updated with market trends, equity research insights, and product developments to effectively communicate Fynocrat’s value proposition. Adhere strictly to SEBI regulations and Fynocrat’s internal compliance policies during every client interaction. Excellent communication and persuasive skills in English and Hindi. Strong understanding of stock market concepts and equity products. Proven track record of achieving sales targets in financial or research-oriented roles. Result-driven, disciplined, and self-motivated professional. Ability to handle objections and convert high-value leads into successful sales. Strong relationship management and client-handling abilities. Competitive fixed salary with high earning potential through performance-based incentives. Opportunity to work with a fast-growing SEBI-registered research firm. Professional growth in a result-driven and learning-oriented environment. Regular skill development sessions and exposure to market research insights.
About Us
Fynocrat is a SEBI-registered Research Analyst firm helping investors make informed and
strategic investment decisions through in-depth stock market research. We focus on
empowering retail investors with actionable insights, disciplined strategies, and
long-term wealth creation opportunities in the Indian equity markets.
Visit us at
About Job Role
JOB TITLE : Investment Counselor (Sales)
JOB LOCATION : Noida Sector 62 (On-site role)
TIMINGS : 9 : 30 AM – 6 : 30 PM (Monday to Saturday)
TYPE : Full Time
Compensation : INR 25,000 – 45,000
- per month + performance-based incentives
- Final CTC will depend on your current in-hand salary and interview evaluation.)
EXPERIENCE : 0 to 5 years of experience in stock market sales or related financial
services.
EDUCATIONAL QUALIFICATION : Graduate / Post Graduate (Commerce, Finance, or
Business preferred). Certifications : NISM or related market certifications preferred but
not mandatory.
Role Overview
As an Investment Counselor (Sales), you will be responsible for converting leads into active
clients through effective communication, need analysis, and presentation of Fynocrat’s
research-backed stock market products. You will play a pivotal role in driving the
company’s sales targets while maintaining the highest level of professionalism and client
satisfaction.
Key Expectations
Key Responsibilities
Key Skills & Competencies
What We Offer
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Counselor • Uttar Pradesh, India
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