Posted:4 hours ago|
Platform:
Work from Office
Full Time
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
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
Candidate with a flair for sales with 1 year experiences in sales
Geojit
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