Financial Consultant
4 days ago
Company: Geojit financial services ltd
Position: Financial Consultant or Financial Advisor
Location ; Mylapore, Chennai, Tamil Nadu
Eligibility:
Experienced: Any graduate with 1+ years experience in sales of financial products like Mutual Funds, SIP, Insurance and trading accounts.
- Preferred candidates working in broking / mutual fund / insurance field.
Not Eligible:
Candidates with experience in Loan and Card are not eligible
BE or MCA freshers
Education: Minimum Graduation with NISM-5
Salary : 15k to 30 k per month
Professional Responsibilities :-
Prime Responsibility – To generate revenue from sales of financial products like equity, mutual fund, bonds etc.
Job Profile:
- Advise and update the client on various investment opportunities from time to time
- Responsible for promotion product's such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
- New client prospecting through cold –calling ,appointment ,reference etc.
- Updated client with research report on new schemes IPO & +-MARKET TRENDS.
- Provide investment application forms to client and assist them in filling.
- Arranging investment awareness seminars.
- Prepare daily sales report and send to branch head .Analysing the client's financial needs & advising
on the same
- Acquiring new clients
- To generate revenue by meeting the targets set by the superiors
- Keeping up with the latest issues of Mutual Funds NFO's,SIP, IPO's, Life Insurance, General
Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis
- Good convincing ; communication skills
- Prefer candidates working in broking / mutual fund / insurance field.
SHOULD BE INTERESTED TO DO SALES AND FOR FIELD WORK
Job Type: Full-time
Pay: ₹15, ₹30,000.00 per month
Work Location: In person
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