Financial Consultant Jobs in Bangalore - Om Consulting

Financial Consultant
Om Consulting
18000 - 25000 Per Month
Om Consulting
Last Date 11 May 2018

Om Consulting - Job Details

Date of posting: 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

Job Summary

Job Type : Full Time
Job Role : Others
Job Category : MBA,Diploma,BSc/BCA/BBM,Others
Hiring Process : Face to Face Interview
Who can apply : Freshers

About Om Consulting

Om Consulting

This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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Om Consulting recruiting Financial Consultant candidates nearby Bangalore.Om Consulting vacancies for Financial Consultant is recruited through Written-test, Face to Face Interview etc.
Om Consulting Company recruits a lot of candidates every year based on the skills . The candidates with M.Com, BBA/BBM, MA, BSc, BCA, MBA/PGDM, BSW, BEd, MEd, BFA, PG Diploma, MSc, M Phil / Ph.D, Diploma, B.Com, MCA are selected to full fill the vacancies in Others job field. The candidates nearby Bangalore can apply for Financial Consultant position in Om Consulting. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Om Consulting recruitment, candidates are mostly chosen for the department of Others . To learn more about the current jobs and other details, it is better to go through official site of Om Consulting and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Om Consulting and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Om Consulting and near your city and get a secured career.