Geojit Financial Hiring for Financial Consultant at Jamshedpur, Jharkhand, India

Location: Camac Street (5 vacancies),Jamshedpur, Bhubaneswar, Rourkela, Cuttack

CTC upto 3.5 LPA

GENERAL ROLE

Responsible for promoting third party products such as 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 distribution business of Mutual Funds, Insurance and PMS.

 Update clients with Research reports on the 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.

 Arrange Investment seminars in the branch.

 Provide after sales service, follow-up and ensure client retention.

 Prepare daily sales report and send to Branch Head and Distribution Manager.

 Make prompt entries in the back office of business done across all distribution products.

 Strive towards achieving individual goals and thereby the branch and organizational goals.

Education And Experience

 Bachelor’s degree from an accredited college or university.

 0-2 Years if this is the first job.

 Any Equivalent combination of education and experience determined to be acceptable.

Thanks & Regards

Suman Mondal