FINANCIAL CONSULTANT

FINANCIAL CONSULTANT

Umind Consulting | Kannur, KL, IN

Posted 21 days ago

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Description

Urgent requirement for FINANCIAL CONSULTANT
Location : Kannur , Calicut
Exp : 1+years
CTC : up to 4L
JOB DESCRIPTION : 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

PLEASE SHARE CV FOR [HIDDEN TEXT]
CONTACT: 9388385100

Urgent requirement for FINANCIAL CONSULTANT Location : Kannur , Calicut Exp : 1+years CTC : up to 4L JOB DESCRIPTION : GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES

Skills: Sales

Experience: 1.00-3.00 Years