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Job Title |
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Personal / Senior Personal Financial Executve |
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Location |
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Chennai, Coimbatore, Ernakulum, Kochi, Madurai, Pondicherry, Salem, Tirunelveli, Trichy |
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Qualification |
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Graduate / MBA with NCFM Certification |
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Experience |
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1-4 yrs |
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Job Description |
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- Selling financial products / services (Demat, Trading Account, Mutual Funds, IPOs, Commodities etc.).
- Achieve Sales Targets within the set timelines.
- Make Product presentation / demonstration.
- Client Acqusition, Retention and Revenue Multiplication.
- Advise clients on investments and provide and advisory services.
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Key Skills |
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Knowledge of financial products |
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Technical Skills |
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Have a flair to do Direct Sales |
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