Urgent Hiring For Financial Consultant in Chennai Location
2 days ago
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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