sip bonds sales communication ncds basis ipo general forms fds amp insurance
Experience
0 to 1 Years
Industry
Accounting / Audit / Taxation
Functional Area
Accounting / Tax / Company Secretary / Audit
Prime Responsibility – To generate revenue from sales of financial products like equity, mutual fund, bonds etc.
1. Analysing the client’s financial needs & advising on the same 2. Acquiring new clients 3. Advise and update the client on various investment opportunities from time to time 4. To generate revenue by meeting the targets set by the superiors 5. Keeping up with the latest issues of Mutual Funds NFO’s,SIP, IPO’s, Life Insurance, General Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis 6. Arranging all the forms of Mutual Fund, IPO’s, Bonds etc in the branch 7. Excellent convincing & communication skills