Company: Geojit Financial Services
Position: Financial Consultant / Financial Advisor
Location: Indiranagar(Bangalore)
Experience: 1+ year (Freshers with NISM can apply)
Role Summary:
Responsible for acquiring new clients and promoting investment products such as Mutual Funds, SIPs, Equity, Insurance, PMS, Bonds, IPOs, and NFOs. The role involves client meetings, portfolio growth, and achieving sales targets while providing quality investment support.
Key Responsibilities:
Client acquisition through calls, referrals, and meetings
Promote and sell financial products
Share market updates and research reports
Cross-sell and retain existing clients
Achieve individual and branch targets
Requirements:
Any Graduate (Commerce/Finance preferred)
NISM Series V-A certification preferred
Good communication & sales skills
Comfortable with targets and field work
CTC: Fixed + Incentives (Best in Industry)
Apply: Send CV to Bindu.d@ishaanglobal.com| Contact: 8073810189