Financial Consultant

TATA AIA LIFE INSURANCE

• New Client Prospecting - Through cold-calling, appointments, reference etc

• Explain about the Company, its products & services to existing clients & prospects

• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance

and PMS

• Update clients with Research Reports on Equity, 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

• 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 Sales Manager

• Make prompt entries in the back office of business done by branch in the Equity & Currency Segments

• Support branch promotional activities

General

• Strive towards achieving individual goals and thereby the branch and

organizational goals.

• These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

• Experience

  1 - 2 Years

• No. of Openings

  10

• Education

  B.B.A, B.Com, Any Bachelor Degree, Professional Degree

• Role

  Financial Consultant

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home