Financial Consultant

Company: Geojit financial services ltd

Position: Financial Consultant

Location ::Nana Peth, Pune, Maharashtra

Eligibility:

Experienced: Any graduate with 2 plus years experience in sales of financial products like Mutual Funds , Insurance and Equity.

no opening for freshers

Preferred candidates working in broking / mutual fund / insurance field.

Not Eligible:

Candidates with experience in Loan and Card are not eligible

BE or MCA freshers

Education: Minimum Graduation with NISM-5

Salary : 15k to 28 k per month

Professional Responsibilities :-

Prime Responsibility – To generate revenue from sales of financial products like equity, mutual fund, bonds etc.

Job Profile:

1. Advise and update the client on various investment opportunities from time to time

2. Responsible for promotion product’s such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.

3. New client prospecting through cold –calling ,appointment ,reference etc.

4. Updated client with research report on new schemes IPO & MARKET TRENDS.

5. Provide investment application forms to client and assist them in filling.

6. Arranging investment awareness seminars.

7. Prepare daily sales report and send to branch head .Analysing the client’s financial needs & advising

on the same

8. Acquiring new clients

9. To generate revenue by meeting the targets set by the superiors

10. Keeping up with the latest issues of Mutual Funds NFO’s,SIP, IPO’s, Life Insurance, General

Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis

11. Good convincing & communication skills

 Prefer candidates working in broking / mutual fund / insurance field.

SHOULD BE INTERESTED TO DO SALES AND FOR FIELD WORK

Interested candidates can mail resumes for further shortlisting

Job Type: Full-time

Pay: ₹15,000.00 - ₹30,000.00 per month

Experience:

• sales of dmat accounts: 1 year (Preferred)
• sales of mutual funds and insurance: 1 year (Preferred)
• sales of financial products: 1 year (Preferred)

Work Location: In person