Financial Consultant Job In Umind Consulting In Bengaluru / Bangalore

Urgent requirement for FINANCIAL CONSULTANT Location: Bangalore Minimum 1 year experience in financial sales CTC: up to 45L Job 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 PLEASE SHARE CV FOR [HIDDEN TEXT] CONTACT :702500014

Umind Consulting is looking for .

Umind Consulting is looking for Any Graduate / Post Graduate profile candidates.