Financial Consultant Mutual Funds, Insurance, PMS

1 - 6 years

2 - 6 Lacs

Bengaluru

Posted:2 days ago| Platform: Naukri logo

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Skills Required

Mutual Funds Portfolio Management Services Investment Products Malayalam Portfolio Management Cross Selling Third Party Products HNI Acquisition Financial Advisory CFP HNI Client Handling Tamil Certified Financial Planner English Telugu Wealth Management HNI Sales Kannada Ultra Hni Investment Advisory Hindi

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

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Trinity Skill Works
Trinity Skill Works

Education and Training

Training City

50-100 Employees

5 Jobs

    Key People

  • John Smith

    CEO
  • Jessica Doe

    Chief Training Officer

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