;Financial Consultant

;Department

;BRANCHES

;PAN INDIA

;Qualification

;UG

;No of Openings

;10

;Experience Required

;Minimum 1 Year

;Job Profile
;Expand the customer base byactively prospecting for current clients through diverse methods includingcold-calling, appointment scheduling, and harnessing references/leads.
;Advocate for investments inMutual Funds products, Insurance products, Equity & Debt Products, CurrencyTrading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc.and any other products which may be launched in the future based on the needsof the customer.
;Execute cross & up-sellingaimed at providing third-party products to optimize engagement with currentclientele, thereby enhancing revenue generation for the company without anyform of mis-selling.
;Ensure the maintenance and growthof Assets under Management (AUM) within the branch.
;Maintain consistent communicationwith clients who are mapped to him/her via telephone calls and in-personmeetings.




;Educate potential prospects aboutthe company, its products, and services.
;Provide regular updates toclients through research reports on equity, current mutual fund schemes, Recent FundOffers (NFOs), Initial Public Offerings (IPOs), and market trends.
;Assist clients with investmentapplication forms and guide them through the completion process.
;Deliver after-sales service,conduct follow-ups, and ensure client retention.
;Prepare daily sales reports andsubmit them to the reporting officer.
;Make prompt entries in CRM and /or back office of the businesses / activities done.
;Contribute to branch promotionalactivities to enhance visibility and engagement.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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