Financial Consultant | Wealth Management | Equity, Mutual Funds & Insurance

What you'll Do We are looking for experienced Candidates in Client handling. Interested Aspriants can share your CV to jackson.j@skillactz.com or WhatsApp -9544316657 Education: Minimum Graduation with NISM-5 Experience: 1 + Yrs Roles and Responsibilities 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, Insurance and PMS  Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market 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 a daily sales report and send it to the Branch Head and the Sales Manager  Make prompt entries in the back office of the business done by the branch in the Equity & Currency Segments  Support branch promotional activities General  Strive towards achieving individual goals and thereby the branch and organizational goals.  These duties and responsibilities are only illustrative and not exhaustive, and are liable to  modifications Industry: Banking & Financial Services (BFSI) Employment Type: Full-Time, Permanent Experience Required: Fresher / Minimum 1 year in BFSI / Wealth Management / Trading / Advisory Education: Graduate (NISM-5 Certification preferred) How to Apply: Interested candidates may share their updated CV at: 📧 jackson.j@skillactz.com WhatsApp: 95443 16657 Jackson J Senior Executive – Human Resources SkillActz