Financial Consultant

TATA AIA LIFE INSURANCE

• 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.

• these duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

• Experience

  1 - 2 Years

• No. of Openings

  10

• Education

  B.B.A, B.Com, Any Bachelor Degree, Professional Degree

• Role

  Financial Consultant

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home