Company: Geojit financial services ltd
Position: Financial Consultant
Location :: , Mangalore, Karnataka
Experienced: Any fresher graduate with NISM5 keen in sales and
1plus years experience in sales of financial products like Mutual Funds , Insurance and Equity.
Preferred candidates working in broking / mutual fund / insurance field.
Candidates with experience in Loan and Card are not eligible
BE or MCA freshers
Education: Minimum Graduation with NISM-5
Salary : 15k to 23 k per month
Professional Responsibilities : –
Prime Responsibility – To generate revenue from sales of financial products like equity, mutual fund, bonds etc.
1. Advise and update the client on various investment opportunities from time to time
2. Responsible for promotion product’s such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.
3. New client prospecting through cold –calling ,appointment ,reference etc.
4. Updated client with research report on new schemes IPO & MARKET TRENDS.
5. Provide investment application forms to client and assist them in filling.
6. Arranging investment awareness seminars.
7. Prepare daily sales report and send to branch head .Analysing the client’s financial needs & advising
on the same
8. Acquiring new clients
9. To generate revenue by meeting the targets set by the superiors
10. Keeping up with the latest issues of Mutual Funds NFO’s,SIP, IPO’s, Life Insurance, General
Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis
11. Good convincing & communication skills
· Prefer candidates working in broking / mutual fund / insurance field.
SHOULD BE INTERESTED TO DO SALES AND FOR FIELD WORK
Interested candidates can mail resumes for further shortlisting
Job Types: Full-time, Regular / Permanent
Salary: ₹15,000.00 – ₹23,000.00 per month