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Financial Consultant/Advisor - Sales - Mutual Fund (0-1 yrs)
Prime Responsibility
- To generate revenue from sales of financial products like equity, mutualfund, bonds etc.
Job Profile:
1. Advise and update the client on various investment opportunities from time to time
2. Responsible for promotion product's such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
3. New client prospecting through cold - calling, appointment, reference etc.
4. Updated client with research report on new schemes IPO & MARKET TRENDS.
5. Provide investment application forms to client and assist them in filling.
6. Arranging investment awareness seminars.
7. Prepare daily sales report and send to branch head .Analysing the client's financial needs & advising on the same
8. Acquiring new clients
9. To generate revenue by meeting the targets set by the superiors
10. Keeping up with the latest issues of Mutual Funds NFO- s,SIP, IPO- s, Life Insurance, General Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis
11. Good convincing & communication skills
Education : Minimum Graduation with NISM-5
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