Job Detail

We have openings for Sales Associates (Financial Services) with a leading stock broking firm in Kerala @various locations.

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

Responsibilities:- 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