Urgent Requirements - Financial Consultant

Dear Aspirants,

Job Description

Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager)

Job title - Functional Designation: Sales

Department: Branch

Reporting to Head: Branch Head

Employment Type: Probation -> Permanent

Education: Minimum Graduation

Experience: Minimum 1 to 5 yrs.

Essential Duties and Responsibilities:

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.

Skill Sets

Market knowledge (understand the dynamics of financial business)

Resourcefulness

Convincing skills

Analytical skills

Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) willing to travel as and when required.

Desired Candidate Profile

Experience: Minimum 1 to 5 yrs experience in Financial Services.

Qualification: Any Graduation

Perks and Benefits

Fixed salary + lucrative incentives

Interested candidates kindly share your updated resume to

or call

Thanks & Regards,

Jackson J

HR

Job Classification

Industry: Financial Services (Broking)

Functional Area / Department: BFSI, Investments & Trading

Role Category: Trading, Asset & Wealth Management

Role: Financial Advisor

Employement Type: Full time

Contact Details:

Company: Trinity Skill Works

Location(s): Ernakulam