Urgent Hiring For Financial Consultant in Chennai Location

1 day ago

Chennai Kanchipuram Nellore, India Geojit Full time ₹ 9,00,000 - ₹ 12,00,000 per year

We are looking for an experienced candidates in Wealth Management and Banking Industry. Interested Aspirants can share your CV to or WhatsApp

  • Education: Minimum Graduation with NISM-5 (preferred)
  • Experience: 1+ yrs.

PRODUCTS

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
  • Strive towards achieving individual goals and thereby the branch and
  • organizational goals.
  • These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications.

Walk in -

Venue - GEOJIT FINANCIAL SERVICES LTD.

C-60, FIRST AVENUE, CHINTAMANI, ANNA NAGAR EAST,

CHENNAI

WWW.GEOJIT.COM

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