Urgent Requirement for Financial Consultant @ U Mind Consulting

Job Description

Financial Consultants Description 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, 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 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 a branch in the Equity & Currency Segments Support branch promotional activities General Strive towards achieving individual goals and thereby the branch and organizational goals These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications   For more details contact: hidden_mobile Mail- id: hidden_email

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Urgent Requirement for Financial Consultant

Contact Details:

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

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   mutual funds sips insurance bonds pms