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Financial Consultants for broking firm

1.00 to 6.00 Years   Chennai   31 Jan, 2024
QRN Services
Job LocationChennai
EducationNot Mentioned
SalaryRs 2.0 - 3.5 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSecurities TradingSales / BD
EmploymentTypeFull-time

Job Description

    Post : Financial ConsultantCompany : Reputed broking firmLocations: Bangalore, Chennai, Other KarnatakaGENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, Insurance, BondsESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference Explain about the Company, its products; services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes, 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 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 activitiesInterested candidates can share updated resume to hidden_email

Keyskills :
insuranceequity tradingsalesmutual fundsinvestmentbrokingcross sellingnism

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