Equity Dealer

2 weeks ago


Mulund Mumbai Maharashtra, India Affirm Services Consultancy Pvt. Ltd. Full time

**2-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, 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 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

**Salary**: From ₹300,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Mulund, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)


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