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Financial Consultant

Fresher   Vadodara, SuratSurat, Ahmedabad   21 Jan, 2026
JobStation Enterprise LLP Hiring For Geojit Financial Service Ltd
Job LocationVadodara, SuratSurat, Ahmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    • Advise and update the client on various investment opportunities from time to time
    • Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
    • New client prospecting through cold calling ,appointment ,reference etc.
    • Updated client with research report on new schemes IPO & -MARKET TRENDS.
    • Provide investment application forms to client and assist them in filling.
    • Arranging investment awareness seminars.
    • Prepare daily sales report and send to branch head .Analyzing the clients financial needs && advising
    • on the same
    • Acquiring new clients
    • To generate revenue by meeting the targets set by the superiors
    • 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 basis

Keyskills :
product knowledgestock marketbankinginsurance

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