Urgent Requirements

1 week ago

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

Dear Aspirants,Job DescriptionDesignation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager)Job title - Functional Designation: SalesDepartment: BranchReporting to Head: Branch HeadEmployment Type: Probation -> PermanentEducation: Minimum GraduationExperience: Minimum 1 to 5 yrs.Essential Duties and Responsibilities:GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.ESSENTIAL DUTIES & RESPONSIBILITIESNew Client Prospecting - Through cold-calling, appointments, reference etcExplain about the Company, its products & services to existing clients & prospectsPromote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMSUpdate clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends.Cross Sell to existing clientsKeep regular contacts with the clients of the branch through telephone calls and meetingsAssist team members in the Branch to close leadsProvide investment application forms to clients and assist them in fillingProvide after sales service, follow-up and ensure client retentionEnsure the maintenance and enhancement of the AUM of the branchPrepare daily sales report and send to Branch Head and Sales ManagerMake prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activitiesGeneralStrive towards achieving individual goals and thereby the branch andorganizational goals.Skill SetsMarket knowledge (understand the dynamics of financial business)ResourcefulnessConvincing skillsAnalytical skillsCommunication 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 ProfileExperience: Minimum 1 to 5 yrs experience in Financial Services.Qualification: Any GraduationPerks and BenefitsFixed salary + lucrative incentivesInterested candidates kindly share your updated resume to or call Thanks & Regards,Jackson JHR

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