Financial Consultants for broking firm

Post : Financial Consultant

Company : Reputed broking firm

Locations: Mumbai

GENERAL ROLE
Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference  Explain about the Company, its products, services to existing clients, prospects. Promote investments in Equity products, Currency trading, Mutual Funds, Insurance. Update clients with Research Reports on Equity, new Mutual fund Schemes,  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 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

Interested candidates can share their updated resumes to Priyanka G at priya.gunti@gmail.com