Financial Consultant / 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

Walk in -

Venue : -

GEOJIT FINANCIAL SERVICES LTD.

788,Rukmani Buildings,1St Floor , 9Th A Main,Indiranagar, Binnamangala,1St Stage , Bangalore ,Karnataka

Web: geojit.com

Date : -

22nd Jan - 1st Feb

Time : -

10 am onwards