Marg Career Library - Sales Agents Financial Services

Overview:

Investment and trading firms buy and sell securities and commodities, or provide financial services to corporations and individuals. Customers may receive recommendations regarding equities, bonds, mutual funds, commodities, and market conditions.

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Career Path:

Stream of Study in 12th Grade/School:	Commerce Diploma
Degree/Graduation Courses:	BBA (Banking and Finance), BBA (Banking and Insurance), BCom (Banking and Finance) and BCom (Banking and Insurance)
Higher education/Post Graduation Courses:	MBA

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Top Colleges:

School of Business, University of Petroleum and Energy Studies, Dehradun.
DYPUSM Mumbai - School of Management Dr DY Patil University.
GGSIPU Delhi - Guru Gobind Singh Indraprastha University.
VIPS Delhi - Vivekananda Institute of Professional Studies.
Maharaja Surajmal Institute, New Delhi
JECRC University, Jaipur

Job Opportunities:

Financial Analysts
Financial Managers
Insurance Sales Agents
Personal Financial Advisors
Real Estate Brokers and Sales Agents

Job Responsibilities:

Make presentations to groups about financial services in order to recruit new customers.
Prospects might be developed through existing business customers, referral leads, or sales or trade shows.
Sell trusts, investments, or check processing services, among other services and equipment.
To finish sales, prepare forms or agreements.
Make contact with potential clients to provide information and explain the services that are available.
Examine business patterns to inform clients about impending changes.
Determine the financial services needs of your consumers and make proposals to sell services to meet those needs.