Financial Consultant JD

Position: Financial Consultant or Financial Advisor

Education: Minimum Graduation with NISM-5 (preferred)

Experience: 1+ yrs.

GENERAL ROLE

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

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 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