Financial Consultant

Role & responsibilities

• Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
• Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer.
• Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
• Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
• Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
• Educate potential prospects about the company, its products, and services.
• Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
• Assist clients with investment application forms and guide them through the completion process.
• Deliver after-sales service, conduct follow-ups, and ensure client retention.
• Prepare daily sales reports and submit them to the reporting officer.
• Make prompt entries in CRM and / or back office of the businesses / activities done.
• Contribute to branch promotional activities to enhance visibility and engagement.

Preferred candidate profile

Candidate have minimum 1 year experiences in Sales