Financial Consultant Jobs in Bangalore - Om Consulting
Job Description
- 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
- 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
- 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
Job Particulars
Role others
Education Diploma, M Phil / Ph.D, B.Com, M.Com, MA, BBA/BBM, BCA, MBA/PGDM, BEd, BSc, MCA, MEd, MSc, PG Diploma, BFA, BSW
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id395706
Job Category MBA , Diploma , BSc/BCA/BBM , Others
Locality Address
State Karnataka
Country India
About Company
Om Consulting
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