Urgent Opening for Financial Consultant

APS Enterprises

Financial Consultant/ Relationship manager JD

Company: Geojit Financial Services

Position: Financial Consultant or Financial Advisor

Education: Minimum Graduation with NISM-5 or NISM -8 (preferred)

Experience: 1+ years or Fresher with NISM certificate

CTC: 18k to 25k per month ( can give upto 35k for deserving candidates)

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. Also acquire new clients and open Dmat accounts

Summary of role

Roles and responsibilities is to open demat account of clients .

1. One to one interaction with clients to open DMAT account and solve queries.

2. Give demat account related services at client visit.

3. Explain the client benefits of opening the with us , & help them understand how to handle the account by giving demo.

4. Engaging with clients relations and asking them for referencing to open account.

5. Completing monthly target for fulfillment of the organization.

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

Experience : 1 - 3 Years

No. of Openings : 5

Education : Any Bachelor Degree

Role : Financial Consultant

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India