Financial Consultants (advisory & Sales) For Stock Market Company, Coimbatore

Company : Reputed broking firm

Locations: Coimbatore, Chennai, Bangalore

Qualification: Graduate

Experience : 1+ yrs in broking / banking /insurance fields

• GENERAL ROLE
• Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds 
• ESSENTIAL DUTIES & RESPONSIBILITIES
• New Client Prospecting - Through cold-calling, appointments, reference 
• Explain about the Company, its products, services to existing clients, prospects.
• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance.
• Update clients with Research Reports on Equity, new Mutual fund Schemes, 
• 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
• 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.

Interested candidates send cv to hidden_email