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Pooja Kapoor posted a job: Require urgently ....Financial Consultant (FC) in a financial firm (3 location in UP) "Experience :Min 1 year Location: Bareilly, Varanasi, Kanpur Prime Responsibility - To generate revenue from Distribution Business ( Mutual Fund, SIPs, IPOs, Life Insurance, General Insurance, Bonds, Fixed Deposits, PMS etc.) 1. Analyzing the client’s financial needs & advising on the same 2. Acquiring new clients 3. Advise and update the client on various investment opportunities from time to time 4. To generate revenue by meeting the targets set by the superiors 5. Keeping up with the latest issues of NFO’s, IPO’s etc & informing the same to the client regular on basis 6. Arranging all the forms of Mutual Fund, IPO’s, Bonds etc in the branch 7. Maintaining daily MIS of clients & reporting same to the superior 8. Excellent convincing & communication skills 9. Updating details in the back office for each application is collected 10. Updating daily leads in Geojit.net & sending daily sales report 11. Taking necessary industry certifications & getting them validated on expiry 12. Cross selling of other products & services & building depth within the existing relationships 13. Attending training & implementing it in a best possible manner if interested, mail me CV @ hr08.ics@gmail.com" | |||||
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