Financial Sales Advisor | Equity, MF, SIP, Insurance

Details Details CallsFinancial Advisor | Equity, MF, SIP, Insurance

Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales)

Job title - Functional Designation: Sales

Department: Branch

Role & responsibilities

• 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 Details

• Dinesh -9940319891
• Saranya - 7708713030
• Jackson -9544316657