Financial Sales Advisor | Equity, MF, SIP, Insurance

Financial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: ✔ Equity ✔ Currency ✔ Mutual Funds & SIPs ✔ Insurance ✔ PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financial products to existing customers Maintain strong client relations through regular calls and meetings Assist clients with investment forms, documentation & onboarding Provide after-sales service and ensure high client retention Support branch promotional & sales activities Maintain and enhance the AUM (Assets Under Management) of the branch Prepare daily sales reports and coordinate with the Branch Head & Sales Manager Update all business activities in the back-office system promptly Achieve individual monthly/quarterly sales targets Preferred candidate profile Any Graduate (NISM Series V-A certification preferred) Minimum 1 year experience in financial sales / broking / wealth management Strong knowledge of equity, mutual funds, insurance & financial products Excellent communication and interpersonal skills Ability to generate leads and convert prospects Target-driven with strong persuasion and negotiation ability Good presentation skills and client-handling capability Ability to work in a fast-paced, customer-focused environment Candidates with experience in broking, BFSI, or wealth management will be given preference Immediate joiners preferred HR Contact DeatilsCalls / Whatapp Jeena - +91988939806 Jovviya -+919188939805 Jackson -9544316657