Urgent Requirements - Financial Consultant
- Trinity Skill Works
- 0 - 5 years
- Ernakulam
- 3 months ago
- Email to a friend
- Report this job
Job Description
Dear Aspirants,
Job Description
Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager)
Job title - Functional Designation: Sales
Department: Branch
Reporting to Head: Branch Head
Employment Type: Probation -> Permanent
Education: Minimum Graduation
Experience: Minimum 1 to 5 yrs.
Essential Duties and Responsibilities:
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.
Skill Sets
- Market knowledge (understand the dynamics of financial business)
- Resourcefulness
- Convincing skills
- Analytical skills
- Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) willing to travel as and when required.
Desired Candidate Profile
- Experience: Minimum 1 to 5 yrs experience in Financial Services.
- Qualification: Any Graduation
Perks and Benefits
- Fixed salary + lucrative incentives
Interested candidates kindly share your updated resume to ja******j@sk******z.com
or call +91 9544316***
Thanks & Regards,
Jackson J
HR
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Financial AdvisorEmployement Type: Full timeContact Details:
Company: Trinity Skill WorksLocation(s): Ernakulam
Keyskills: Mutual Funds Mutual Funds Sales Financial Advisory NISM Wealth Management Portfolio Management Private Banking Financial Products Sales Investment Planning IRDA HNI Client Handling Banking Products Financial Products PMS Equity Sales Investment Advisory Investment
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