FC-finance -Ranchi

*GEOJIT FINANCIAL SERVICE LTD*

Designation-Financial consultan

ctc-upto 4

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.