FC-TCR

Financial Consultant JD Company: Geoj it 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, 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, 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 . Skillset Required: Trading, Promotional Activities, Sales Service, Trends