Walk in drive For Vadodara-Financial Consultant

Geojit

0 - 5 years

0 - 3 Lacs

navsari surat vadodara

Posted:5 days ago| Platform:

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Skills Required

broking insurance general insurance mutual funds sales life insurance direct channel sales insurance broking health insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage client relationships through regular meetings, calls, and emails.
Provide financial advice on various products such as brokerage, direct channel sales, general insurance, health insurance, life insurance, mutual funds, and insurance.
Identify new business opportunities by cross-selling existing clients' needs and generating leads from referrals.
Maintain accurate records of client interactions using CRM software.
Collaborate with internal teams to resolve customer queries and issues.

Desired Candidate Profile

0-5 years of experience in finance or related field (broking).
Strong understanding of financial markets, instruments, and regulations.
Excellent communication skills for effective client interaction.
Ability to work independently with minimal supervision while meeting targets.
Branch Address:-
Surat:-
124, 'C' Block, International Trade Centre (Itc) Building, 1St Floor, Majura Gate, ,Gujarat
Vadodara:-
First Floor,46,Nikunj Avenue Suvas Colony,Beside Convent School Fatehgunj Vadodara - 390002 ,Gujarat
Anand
:-FF 2/3 Silver Oak Complex, Opp. Panchal Hall A.V. Road , Anand ,Gujarat
Bharuch
:-Shop No.243/44/45, Aditya Complex, Kasak Fountain, Bharuch - 392 001 ,Gujarat
Navsari
:-113, Land Mark Mall, Near Sayaji Library, Sayaji Road, Navsari, Gujarat
Carry updated resume with basic documents at the time of interview.

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