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Work Mode

On-site

Job Type

Full Time

Job Description

  • Advise and update the client on various investment opportunities from time to time
  • Responsible for promotion products 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 .Analyzing  the clients 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 NFOs ,SIP, IPOs, Life Insurance, General
  • Insurance, Bonds, FDs, NCDs && informing the same to the client regular on basis

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