Urgent! FC - Madurai Job Opening In Madurai – Now Hiring UMIND CONSULTING
Job Description : Financial Consultant
This information aims to offer insight into the functional role within the company.
These duties and responsibilities are only illustrative and not exhaustive.
Additional duties may be assigned to maintain business standards.
The postholder is expected to contribute to the business and maintain highest of standards.
Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company.
Job descriptions may be modified as needed to align with company requirements.
General brief about the role:
As a Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations.
The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs.
Additionally, staying updated on market trends, economic developments, and investment opportunities is crucial to provide informed recommendations to clients.
Essential Duties and Responsibilities:
Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc.
and any other products which may be launched in the future based on the needs of the customer.
Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
Educate potential prospects about the company, its products, and services.
Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
Assist clients with investment application forms and guide them through the completion process.
Deliver after-sales service, conduct follow-ups, and ensure client retention.
Prepare daily sales reports and submit them to the reporting officer.
Make prompt entries in CRM and / or back office of the businesses / activities done.
Contribute to branch promotional activities to enhance visibility and engagement.
Education : Bachelor’s Degree from an accredited college or university.
Experience : Minimum two years’ experience in financial services.
Skill Sets :
Market knowledge (understand the dynamics of financial business)
Resourcefulness
Convincing skills
Analytical skills
Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal)
Other Requirements (if any)
Willing to travel as and when required.
Should be working
Certifications :
Mandatory certificates must be required as per the industry certification policy of the company .
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Unlock Your FC Madurai Potential: Insight & Career Growth Guide
Real-time FC Madurai Jobs Trends in Madurai, India (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for FC Madurai in Madurai, India using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 791 jobs in India and 28 jobs in Madurai. This comprehensive analysis highlights market share and opportunities for professionals in FC Madurai roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! UMIND CONSULTING is currently hiring and seeking a FC Madurai to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: FC Madurai Jobs Madurai.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at UMIND CONSULTING adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a FC Madurai Jobs India varies, but the pay scale is rated "Standard" in Madurai. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for FC Madurai typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your FC Madurai interview at UMIND CONSULTING, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the UMIND CONSULTING's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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