hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Consultant

1.00 to 3.00 Years   Chennai   08 Aug, 2023
QRN Services Hiring For Geojit
Job LocationChennai
EducationNot Mentioned
SalaryRs 3.0 - 3.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position:Financial Consultant or Financial AdvisorEducation: Minimum Graduation with NISM-5 (preferred)Experience: 1+ yrs.CTC: 18k to 25k per month ( can give upto 30k for deserving candidates)GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance,PMS,Bonds etc. Also acquire new clients and open Dmat accounts.Summary of roleRoles and responsibilities is to open demat account of clients .1. One to one interaction with clients to open account and solve queries.2. Give demat account related services at client visit.3. Explain the client benefits of opening the with us , && help them understand how tohandle the account by giving demo.4. Engaging with clients relations and asking them for referencing to open account.5. Completing monthly target for fulfillment of the organization.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.
    These duties and responsibilities are only illustrative and not exhaustive and are liable tomodifications

Keyskills :
mutual fundsdmatnismsipequity tradingpms bonds

APPLY NOW

Financial Consultant Related Jobs

© 2019 Hireejobs All Rights Reserved