Urgent Requirements - Financial Consultant

Dear Aspirants,

Job Description

Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager)

Job title - Functional Designation: Sales

Department: Branch

Reporting to Head: Branch Head

Employment Type: Probation -> Permanent

Education: Minimum Graduation

Experience: Minimum 1 to 5 yrs.

Essential Duties and Responsibilities:

GENERAL ROLE

• Responsible for promoting 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

General

Strive towards achieving individual goals and thereby the branch and

organizational goals.

Skill Sets

• Market knowledge (understand the dynamics of financial business)
• Resourcefulness
• Convincing skills
• Analytical skills
• Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) willing to travel as and when required.

Desired Candidate Profile

• Experience: Minimum 1 to 5 yrs experience in Financial Services.
• Qualification: Any Graduation

Perks and Benefits

• Fixed salary + lucrative incentives

Interested candidates kindly share your updated resume to jackson.j@skillactz.com

or call +91 9544316657

Thanks & Regards,

Jackson J

HR