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Financial Consultant @ tation Enterprise Llp

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 Financial Consultant

Job Description

    Role: Financial Consultant


    Job Highlights: Minimum 1yr of experience from the BFSI sales background.
    Education: Graduate in Any Specialization/ MBA in Marketing & Finance.


    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

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Financial Consultant

Contact Details:

Company: tation Enterprise Llp
Location(s): Jamnagar,

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Keyskills:   investment sales life insurance hni client handling wealth demat securities relationship management advisor

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₹ 1 to 6 Yr

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