Financial Consultant

3 days ago

Mylapore, Tamil Nadu, India cosmogenic it services pvt ltd Full time ₹ 15,000 - ₹ 30,000 per year

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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