Financial Consultant - Equity @ Sri Hr And Integrated

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Financial Consultant - Equity

Sri Hr And Integrated
1 to 6 Yrs
Multi-City, India
4 years ago
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Job Description

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc.

ESSENTIAL DUTIES & RESPONSIBILITIES

New Client Prospecting -

Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS

Update clients with Research Reports on Equity, new Mutual fund Schemes, NFOs, IPOs, and market trends.

Cross-Sell to existing clients

Provide after-sales service, follow-up, and ensure client retention

Ensure the maintenance and enhancement of the AUM of the branch

Prepare daily sales report and send to Branch Head and Sales Manager

Make prompt entries in the back office of business done by the branch in the Equity & Currency Segments

Support branch promotional activities.

Note: All Designation will have cross-selling of our Third-Party Products. (like Demat and Trading account opening, SIP, Lumpsum, Insurance, etc)

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BDInvestment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Financial Consultant - Equity

Contact Details:

Company: Sri Hr & Integrated
Location(s): Multi-City, India

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Your name (*)

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Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Sri Hr And Integrated

Highly reputed Public Sector Bank's Life Insurance Co.

Financial Consultant - Equity @ Sri Hr And Integrated

Home > Sales / BDInvestment Banking / M&A