Job Description

ESSENTIAL DUTIES & RESPONSIBILITIES
ï‚· New Client Prospecting - Through cold-calling, appointments, reference etc
ï‚· Explain about the Company, its products & services to existing clients & prospects
ï‚· Promote investments in Equity products, Currency trading, Mutual Funds, Insurance
and PMS
ï‚· Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on
market trends.
ï‚· Cross Sell to existing clients
ï‚· Keep regular contacts with the clients of the branch through telephone calls and
meetings
ï‚· Assist team members in the Branch to close leads
ï‚· Provide investment application forms to clients and assist them in filling
ï‚· Provide after sales service, follow-up and ensure client retention
ï‚· Ensure the maintenance and enhancement of the AUM of the branch
ï‚· Prepare daily sales report and send to Branch Head and Sales Manager
ï‚· Make prompt entries in the back office of business done by branch in the Equity &
Currency Segments

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Skills

Finance , Communication skills ,

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Qualifications

• Any Degree