Urgent Requirements - Geojit Financial Services Ltd

Dear Aspirants,

Greetings from Geojit Financial Services Ltd,

We are hiring for professionals for Financial Consultant for all over Kerala

Company: Geojit Financial Services Ltd

Position: Financial Consultant or Financial Advisor

Education: Minimum Graduation

Experience: 0 to 2 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

Desired Candidate Profile

• Experience: minimum 1 year and above in broking or sales field.
• Qualification: Any Graduation
• Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification

Perks and Benefits

• Fixed salary + lucrative incentives

Interested candidates kindly share your updated resume to lijo_k@geojit.com

Thanks & Regards,

Lijo Kuriakose

Talent Acquisition

Geojit Financial Services