Job Description
Company : Reputed broking firm
Locations: Coimbatore, Chennai, Bangalore
Qualification: Graduate
Experience : 1+ yrs in broking / banking /insurance fields
GENERAL ROLE
Responsible for promoting Equity products, Currency, Mutual Funds, Insurance, Bonds
Essential Duties Responsibilities
New Client Prospecting - Through cold-calling, appointments, reference
Explain about the Company, its products, services to existing clients, prospects.
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance.
Update clients with Research Reports on Equity, new Mutual fund Schemes,
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
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.
Interested candidates send cv to [Confidential Information]
This job is provided by Shine.com
