We are looking for a dynamic Financial Consultant to acquire current clients, understand their financial needs, and recommend suitable investment and financial products. The role involves building long-term client relationships and achieving sales targets.
Key Responsibilities
- Generate new business through calls, referrals, and lead generation.
- Meet clients and provide financial solutions based on their needs.
- Promote products such as Mutual Funds, Equity, Insurance, IPOs, Bonds, PMS, Currency Trading, and other investment products.
- Cross-sell relevant financial products to existing clients.
- Maintain client relationships through regular follow-ups and after-sales service.
- Update client activities in the CRM system.
Eligibility
- Bachelor's degree in any discipline.
- Freshers can apply as Trainees.
- Experience in Banking, Financial Services, Insurance, or Investments is preferred.