Field Sales Representative

3 days ago


Villivakkam Chennai Tamil Nadu, India Genesis Finserve Full time

Job description:

- Determine security risks.
- Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
- Negotiate sales agreements and contracts.
- Take payments.
- Prepare forms or agreements.
- Sell trusts, investments, and check processing services.
- Determine future growth.
- Advise customers regarding expected fluctuations.
- Make presentations on financial services to groups in order to attract new clients.
- Use financial, tax, economics and accounting skills to review a client's personal data and recommend investment strategies that are appropriate to the client's goals.
- Advise a client on whether to buy certain types of stocks, bonds and mutual funds.
- Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
- Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.

**Job Types**: Full-time, Permanent

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

Work Location: In person



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