General brief about the role: As a Financial Consultant with , the primary responsibilities involve acquiring current clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. Additionally, staying updated on market trends, economic developments, and investment opportunities is crucial to provide informed recommendations to clients. Essential Duties and Responsibilities: calling, appointment scheduling, and harnessing references/leads. Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc. and any other products which may be launched in the future based on the needs of the customer. -selling aimed at providing third-party products to optimize engagement with current clientele,



thereby enhancing revenue generation for the company without any form of mis-selling. person meetings. Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends. investment application forms and guide them through the completion process. -sales service, conduct follow-ups, and ensure client retention. Make prompt entries in CRM and / or back office of the businesses / activities done. Personnel Specification Education Bachelor's Degree from an accredited college or university. Experience Minimum two years experience in financial services. Skill Sets ocal & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) Willing to travel as and when required. Behavioural Competencies Certifications Mandatory certifications must be acquired as per the industry certification policy of the company. Other Remarks Fresher may also be hired as a trainee to be groomed for the financial consultant role

📌 Business Developement (Kochi)
🏢 Copious Consult Private
📍 Kochi