Financial Consultant @ tation Enterprise Llp

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Financial Consultant

tation Enterprise Llp
10 Positions
Ahmedabad
3 months ago
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Job Description

Role: Financial Consultant

Job Highlights: Minimum 1yr of experience from the BFSI sales background.
Education: Graduate in Any Specialization/ MBA in Marketing & Finance.

JOB DESCRIPTION:

Advise and update the client on various investment opportunities from time to time
Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
New client prospecting through cold calling ,appointment ,reference etc.
Updated client with research report on new schemes IPO & +-MARKET TRENDS.
Provide investment application forms to client and assist them in filling.
Arranging investment awareness seminars.
Prepare daily sales report and send to branch head .Analyzing the clients financial needs && advising
on the same
Acquiring new clients
To generate revenue by meeting the targets set by the superiors
Keeping up with the latest issues of Mutual Funds NFOs ,SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs &amp; informing the same to the client regular on basis

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Financial Consultant

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills: investment cross selling demat mutual funds securities wealth life insurance relationship management hni client handling

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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

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