Posted:1 hour ago|
Platform:
On-site
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, 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: From ₹25,000.00 per month
Benefits:
Work Location: In person
Geojit Financial Services Ltd
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