Posted:1 day ago|
Platform:
On-site
Full Time
GENERAL ROLEResponsible 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, Insuranceand PMS∙ Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and onmarket 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.
Job Types: Full-time, Permanent
Pay: ₹23,000.00 - ₹40,000.00 per month
Benefits:
Education:
Experience:
Work Location: In person
Geojit Financial Services Ltd
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