JOB RESPONSIBILITIES :
Educate potential prospects about the company, its products, and services.
Provide regular updates to clients through research reports on equity, current 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
Perks:
Health insurance
Life insurance
Paid sick time
Provident Fund
Work Location: In person
📌 Financial Consultant Kolkata (India)
🏢 Geojit
📍 India
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