Financial Consultant

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.

ESSENTIAL DUTIES & RESPONSIBILITIES∙

New Client Prospecting - Through cold-calling, appointments, reference etc∙ Explain about the Company, its products & services to existing clients & prospects∙

Promote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMS∙

Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket trends.

Cross Sell to existing clients∙ Keep regular contacts with the clients of the branch through telephone calls and meetings∙

Assist team members in the Branch to close leads∙

Provide investment application forms to clients and assist them in filling∙

Provide after sales service, follow-up and ensure client retention∙

Ensure the maintenance and enhancement of the AUM of the branch∙

Prepare daily sales report and send to Branch Head and Sales Manager∙

Make prompt entries in the back office of business done by branch in the Equity & Currency Segments∙

Support branch promotional activities General∙

Strive towards achieving individual goals and thereby the branch and organizational goals.∙

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Provident Fund

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Required)

License/Certification:

• NISM (Required)

Work Location: In person