Financial Consultant

☞ APEX Services

전망: 102

갱신일: 11-05-2024

위치: Shimoga Karnataka

범주: 금융 / 은행 / 재고 매상

산업: Staffing Recruiting

수평: Mid-Senior level

직업 종류: Full-time

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작업 내용

URGENT HIRING FOR RELATIONSHIP MANAGER !!!Dear Candidate,Greetings From "APEX SERVICES"Designation: Relationship ManagerRole- Relationship ManagerCTC- up to 4 lac+ incentive + Other benefitGENERAL ROLE
  • Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.
Essential Duties Responsibilities
  • New Client Prospecting - Through cold-calling, appointments, reference etc
  • Explain about 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 on
  • market trends.
  • Cross Sell to existing clients
  • Keep regular contacts 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 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.
Kindly reply with an updated CV on apex.arunima@gmail.com you can call or whatsapp on 8112416630.This job is provided by Shine.com
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마감 시간: 25-06-2024

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