FC- chennai

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FINANCIAL CONSULTANT

GENERAL ROLE

Responsible for promoting third party products such as 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 distribution business of Mutual Funds Insurance and PMS.

Update clients with Research reports on the new MF Schemes NFOs IPOs and on market

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.

Arrange Investment seminars in the branch.

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 Distribution Manager.

Make prompt entries in the back office of business done across all distribution products.

Support branch promotional activities.

General

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

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These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

CODE OF CONDUCT

Abide by the Code of Conduct and Business Ethics of the Company including the Code of Conduct related to trading Prevention of fraudulent unfair trade practices and Prevention of insider trading.

Respect the values of the company as laid down in the Employee Manual.

Uphold the four core professional behaviors of Commitment Responsiveness Creativity and Ambition

EDUCATION AND EXPERIENCE

Bachelor's degree from an accredited college or university.

0-2 Years if this is the first job.

Any Equivalent combination of education and experience determined to be acceptable.

ACCESS RIGHTS

GBNPP Back Office of the Branch

Limited access to .

ESS Portal

INDUSTRY CERTIFICATIONS REQUIRED

INAD Investment Advisor (Level 1) NISM Compulsory

SORMC Security Operations and Risk Mgmt NISM Compulsory

MFD Mutual Fund Distributor NISM Compulsory.

REPORTING To the Branch head.