Urgent Hiring For Financial Consultant in Chennai Location

n_saranya@geojit.com

• Education

  : Minimum Graduation with NISM-5 (preferred)

• Experience

  : 1+ yrs.

PRODUCTS

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 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
• 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.

Walk in -

Venue - GEOJIT FINANCIAL SERVICES LTD.

C-60, FIRST AVENUE, CHINTAMANI, ANNA NAGAR EAST,

CHENNAI - 600102.

WWW.GEOJIT.COM