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Financial Sales Advisor | Equity, MF, SIP, Insurance Trinity Skill Works

0.0 - 5.0 years

3 - 6 Lacs

pathanamthitta, kollam, thiruvananthapuram

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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 exist...

Posted 5 hours ago

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