Walk in drive For Vadodara-Financial Consultant

3 days ago

Navsari Surat Vadodara, India Geojit Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Roles and Responsibilities

  • Manage client relationships through regular meetings, calls, and emails.
  • Provide financial advice on various products such as brokerage, direct channel sales, general insurance, health insurance, life insurance, mutual funds, and insurance.
  • Identify new business opportunities by cross-selling existing clients' needs and generating leads from referrals.
  • Maintain accurate records of client interactions using CRM software.
  • Collaborate with internal teams to resolve customer queries and issues.

Desired Candidate Profile

  • 0-5 years of experience in finance or related field (broking).
  • Strong understanding of financial markets, instruments, and regulations.
  • Excellent communication skills for effective client interaction.
  • Ability to work independently with minimal supervision while meeting targets.
  • Branch Address:-
  • Surat:-124, 'C' Block, International Trade Centre (Itc) Building, 1St Floor, Majura Gate, ,Gujarat
  • Vadodara:-First Floor,46,Nikunj Avenue Suvas Colony,Beside Convent School Fatehgunj Vadodara ,Gujarat
  • Anand:-FF 2/3 Silver Oak Complex, Opp. Panchal Hall A.V. Road , Anand ,Gujarat
  • Bharuch:-Shop No.243/44/45, Aditya Complex, Kasak Fountain, Bharuch ,Gujarat
  • Navsari:-113, Land Mark Mall, Near Sayaji Library, Sayaji Road, Navsari, Gujarat
  • Carry updated resume with basic documents at the time of interview.

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