Urgent Requirements

6 days ago

Ernakulam Thiruvananthapuram Thrissur, India Trinity Skill Works Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Dear Aspirants,

Job Description

Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager)

Job title - Functional Designation: Sales

Department: Branch

Reporting to Head: Branch Head

Employment Type: Probation -> Permanent

Education: Minimum Graduation

Experience: Minimum 1 to 5 yrs.

Essential Duties and Responsibilities:

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 investment application forms to clients and assist them in filling
  • 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.

Skill Sets

  • Market knowledge (understand the dynamics of financial business)
  • Resourcefulness
  • Convincing skills
  • Analytical skills
  • Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) willing to travel as and when required.

Desired Candidate Profile

  • Experience: Minimum 1 to 5 yrs experience in Financial Services.
  • Qualification: Any Graduation

Perks and Benefits

  • Fixed salary + lucrative incentives

Interested candidates kindly share your updated resume to

or call

Thanks & Regards,

Jackson J

HR

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