Relationship Executive @ U Mind Consulting

Job Description

:

Responsibilities
GENERAL ROLE
Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc ESSENTIAL DUTIES & RESPONSIBILITIES
New Client Prospecting - Through cold-calling, appointments, references,s, etc
Explain the Company, its products & services to existing clients & prospects
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS
Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs, and market trends.
Cross-Sell to existing clients
Keep regular contact with the clients of the branch through telephone calls and meetings
Assist team members in the Branch to close leads
Provide investment application forms to clients and assist them in filling
Provide after-sales service, follow-up, and ensure client retention

For more details Contact: hidden_mobile / hidden_mobile

Please Forward your CV to: hidden_email

Umindconsulting.com

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Relationship Executive

Contact Details:

Company: Umind Consulting
Location(s): Multi-City, India

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