Financial Consultant (Kolkata)

Financial Consultant (Kolkata)

12 Nov
|
Geojit
|
Kolkata

12 Nov

Geojit

Kolkata

HIRING FINANCIAL CONSULTANT
Location - Gariahat, New Alipore, Dunlop, Teghoria, Chandni Chowk, Camac Street, Siliguri

JOB RESPONSIBILITIES :

- Educate potential prospects about the company, its products, and services.
- Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
- Assist clients with investment application forms and guide them through the completion process.
- Prepare daily sales reports and submit them to the reporting officer.
- Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, 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.
- Expand the customer base by actively prospecting for recent clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits:

- Health insurance
- Life insurance
- Paid sick time
- Provident Fund

Work Location: In person

📌 Financial Consultant (Kolkata)
🏢 Geojit
📍 Kolkata

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