18 Steps Consultants
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We have openings for Sales Associates (Financial Services) with a leading stock broking firm in Kerala @various locations.
Kottayam
Palakkad
Kozhikode
Not provided
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
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18 steps consultants is a recruitment consultancy based out of Kerala, India. We cater to various industries and provide hiring assistance at all levels.