Financial Consultants for broking firm

2 days ago

Mumbai, Maharashtra, India QRN Services. Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Post : Financial Consultant

Company : Reputed broking firm

Locations: Mumbai

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds

Essential Duties Responsibilities
New Client Prospecting - Through cold-calling, appointments, reference

Explain about the Company, its products, services to existing clients, prospects.

Promote investments in Equity products, Currency trading, Mutual Funds, Insurance.

Update clients with Research Reports on Equity, new Mutual fund Schemes,

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 investment application forms to clients and assist them in filling

Provide after sales service, follow-up and ensure client retention

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

Interested candidates can share their updated resumes to Priyanka G at

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