Financial Consultant

Geojit

1 - 3 years

6 - 10 Lacs

vadodara

Posted:1 day ago| Platform:

Apply

Skills Required

sales demat mutual funds field sales financial consultant

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Promote and sell financial products including
Mutual Funds, Shares, and Demat accounts
.
Meet and engage clients to understand their financial goals and recommend suitable investment options.
Develop and maintain long-term relationships with clients for continued business growth.
Conduct
field sales visits
to acquire new clients and service existing customers.
Achieve assigned sales targets and contribute to branch performance.
Keep updated with market trends and company products to provide the best advice to clients.

Basic Requirement:-

Candidate must be graduate.
Age: 21 years to 35 years
Experience:- At least 1 year in sales (Preference given for ,Mutual funds those who have experience in Share, Demat)
Ready for field sales
Vehicle and driving license required

You are kindly requested to bring the following documents for verification purposes:

Updated Resume
KYC Documents (e.g., Aadhaar Card, PAN Card)
Educational Certificates and Mark Sheets
Work Experience Documents (e.g., Experience Letters, Relieving Letters)
Please ensure that both original documents and photocopies are carried for verification.

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