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Financial Consultant

Employer
Kulaja Services LLP
Location
Bangalore Bangalore Karnataka, Karnataka, India
Salary
Competitive Salary
Closing date
Apr 17, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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

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