Financial Consultant
Financial Consultant
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Job Description
Financial Consultant JD
Company: Geojit Financial Services
Position:Financial Consultant or Financial Advisor
Education: Minimum Graduation with NISM-5 (preferred)
Experience: 1 yrs.
GENERAL ROLE
Responsible for promoting Equity products Currency Mutual Funds SIPs Insurance PMSBonds 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 Insurance
and PMS
Update clients with Research Reports on Equity 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
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.
These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications
Skills
Trading, Promotional Activities, Sales Service, Trends
Employment Type
Full Time
