Financial Consultant Jobs in Bangalore - Om Consulting

Financial Consultant

Om Consulting

0 Years

18000 - 25000 Monthly

Expired

Posted: 12 Mar 18

Hiring Freshers, for a well known LEADING RETAIL FINANCIAL SERVICES PROVIDER
The company rides on its rich experience in the capital market to offer its clients a wide portfolio of savings and investment solutions

General Role of Financial consultant:

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc.
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

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 Assent Under Management (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 a branch in the Equity &
Currency Segments.
Support branch promotional activities