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Job Description:
Hi,
It was nice talking to you!
I am Chaithra M R from Kulaja services LLP
As per our Discussion over the call, Please find below JD for FINANCIAL CONSULTANT profile
Financial Consultant JD
Position: Financial Consultant or Financial Advisor
Education: Minimum Graduation with NISM-5 (preferred)
Experience: 1+ yrs.
GENERAL ROLE
Responsible for promoting 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
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 to modifications
About Company: