Financial Consultant
Mh49 Career Consultants
Financial Consultant
Mh49 Career Consultants
Andheri West, Mumbai/Bombay
₹27,000 - ₹40,000 monthly*
Fixed
₹27000 - ₹35000
Average Incentives*
₹5,000
Earning Potential
₹40,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 1 year
Basic English
Job Details
Interview Details
Job highlights
33 applicants
Job Description
- 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.
- 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
- 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.
Job role
Work location
Indian Oil Nagar, D.N.Nagar, Andheri West, Mumbai, Maharashtra, India
Department
Finance & Accounting
Role / Category
Finance
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Graduate
Skills
Banking, Mutual funds, Financial planning, Investing funds, Investment planning, Mutual Funds Sales, Loans, Credit Cards
English level
Basic English
Age limit
21 - 37 years
Gender
Any gender
About company
Name
Mh49 Career Consultants
Address
Indian Oil Nagar, D.N.Nagar, Andheri West, Mumbai, Maharashtra, India
Job posted by Mh49 Career Consultants
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