Financial Consultant

Company: Geogit Financial Services Ltd

Location ; Egmore, Chennai, Tamil Nadu

Position: Financial Consultant or Financial Advisor

Eligibility:
Experienced: Any graduate with 1+ years experience in sales of financial products like Mutual Funds, SIP, Insurance and trading accounts.

• Preferred candidates working in broking / mutual fund / insurance field.

Not Eligible:
Candidates with experience in Loan and Card are not eligibleBE or MCA freshers

Education: Minimum Graduation with NISM-5

Salary : 15k to 30 k per month

Professional Responsibilities :-

Prime Responsibility – To generate revenue from sales of financial products like equity, mutual fund, bonds etc.
Job Profile:

• Advise and update the client on various investment opportunities from time to time
• Responsible for promotion product’s 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 .Analysing the client’s 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 NFO’s,SIP, IPO’s, Life Insurance, General

Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis

• Good convincing & communication skills
• Prefer candidates working in broking / mutual fund / insurance field.

SHOULD BE INTERESTED TO DO SALES AND FOR FIELD WORK

Job Type: Full-time

Pay: ₹15,000.00 - ₹30,000.00 per month

Work Location: In person