18 Steps Consultants, Palimukku, Kochi, Kerala-682016 +91 7907722853 / 8547731964 hr@18stepsconsultants.com

Job Detail

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Location Details:

Mumbai Region

Borivali

Kandivali

Goregoan

Ahdheri

Vile Parle

Bandra

Dadar

Zaveri Bazar

Dombivali

Ulhasnagar

Fort

Sion

Ghatkopar

Powai

Thane

Mulund

Vashi


Pune Region:

Pune Deecan

Solapur

Pune CAMP

Karad

Satara

Pune Chinchwad


Salary Details

Negotiable

Education

Graduate / Post graduate

Experience

Min. 1 year

Job Description

We have openings for Equity Dealer and Sales-Financial Consultant with a leading stock broking firm in Mumbai and Pune Regions.


Eligibility: Experienced: Any graduate with 1plus years' experience in sales of financial products like Mutual Funds, Insurance and Equity. Freshers can also apply


Preferred candidates working in broking / mutual fund / insurance field. Freshers can also apply.

Education: Minimum Graduation with NISM-5


Job Responsibilities of Equity Dealer:

1)  Execution of trade orders on behalf of clients.

2)  Building Relationships with clients.

3)  Generating brokerage and volume.

4)  Cross selling third party products.

5)  New Client Acquisition

6)  NISM 8 certification is mandatory

7)  Graduate / Post graduate with minimum 1  yr exp in Equity. Freshers can also apply.

8) Handling HNI Clients



Job Responsibilities of Sales-Financial Consultant- Prime Responsibility To generate revenue from sales of financial products like equity, mutual fund, bonds etc.


Job Profile: 

1. Advise and update the client on various investment opportunities from time to time

2. Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.

3. New client prospecting through cold calling, appointment, reference, etc.

4. Updated client with research report on new schemes IPO MARKET TRENDS.

5. Provide investment application forms to client and assist them in filling.

6. Arranging investment awareness seminars.

7. Prepare daily sales report and send to branch head .

8. Analysing the clients financial needs & advising on the same

9. Acquiring new clients

10. To generate revenue by meeting the targets set by the superiors

11. Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis

12. Good convincing & communication skills Prefer candidates working in broking / mutual fund / insurance field.


SHOULD BE INTERESTED TO DO SALES AND FOR FIELD WORK

Job Overview
  • Post Date : 10-May-2024
  • Last Date : 08-Jun-2024
  • Location: Mumbai & Pune Region
  • Vacancy: Multiple
  • Job Type: Full-time
  • Gender Preference: Any
  • Salary: Negotiable
  • Interview Mode: Offline
**18 Steps Consultants do not demand or accept money from Job Applicant(s)**

Get In Touch

18 Steps Consultants, Palimukku, Kochi, Kerala-682016

hr@18stepsconsultants.com

+91 7907722853 / 8547731964

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