* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.
* Advise and update the client on various investment opportunities from time to time
* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
* New client prospecting through cold calling ,appointment ,reference etc.
* Updated client with research report on new schemes IPO & MARKET TRENDS.
* Provide investment application forms to client and assist them in filling.
* Arranging investment awareness seminars.
* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising
* on the same
* Acquiring new clients
* To generate revenue by meeting the targets set by the superiors
* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General
* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis
* Good convincing ,communication skills
* Prefer candidates working in broking / mutual fund / insurance field.