Financial Consultant

0.00 to 1.00 Years Delhi 26 Jun, 2023

Job Location	Delhi
Education	Not Mentioned
Salary	Rs 2.0 - 2.5 Lakh/Yr
Industry	Broking
Functional Area	Finance / Accounts / TaxEquity Research
EmploymentType	Full-time

Job Description

Job Profile:1. Advise and update the client on various investment opportunities from time to time2. Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.3. New client prospecting through cold calling ,appointment ,reference etc.4. Updated client with research report on new schemes IPO && MARKET TRENDS.5. Provide investment application forms to client and assist them in filling.6. Arranging investment awareness seminars.7. Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising on the same8. Acquiring new clients9. To generate revenue by meeting the targets set by the superiors10. Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs& informing the same to the client regular on basis11. Good convincing & communication skillsCandidate must be graduate. Minimum 06 months to 1 year experience required . If you have any sales experience you are also welcome. Interseted candidate all me @hidden_mobile or mail me hidden_email

Keyskills :
brokingsales executive activitiesnismncfm

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Financial Consultant

Job Description

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