BSE/FC/DELER-Finance-kolkata-orissa-jamshedpur
Geojit Financial
Date: 6 days ago
City: Jamshedpur, Jharkhand
Contract type: Full time
* Geojit financial service ltd*
Designation-BSE/FC/DELER
ctc-upto 4 lakhs
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. Provide investment application forms to clients and assist them in filling. Arrange Investment seminars in the branch. Provide after sales service, follow-up and ensure client retention. Ensure the maintenance and enhancement of the AUM of the branch. 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. Support branch promotional activities.
Designation-BSE/FC/DELER
ctc-upto 4 lakhs
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. Provide investment application forms to clients and assist them in filling. Arrange Investment seminars in the branch. Provide after sales service, follow-up and ensure client retention. Ensure the maintenance and enhancement of the AUM of the branch. 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. Support branch promotional activities.
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