Equity • Mutual Funds • Insurance • PMS • Bonds | Financial Consultant

Financial Consultant

Leading Financial Services Company📍 Full-time | Location: Palakkad

Key Responsibilities :

• Prospect and onboard new clients through cold-calling, appointments, and referrals
• Explain company products & services to clients and prospects
• Promote investments in Equity, Currency, Mutual Funds, Insurance, PMS, Bonds
• Share research reports and updates on market trends (Equity, MF schemes, NFOs, IPOs)
• Cross-sell financial products to existing clients
• Maintain regular client relationships through calls and meetings
• Provide assistance with investment applications and after-sales support
• Ensure client retention and enhance Assets Under Management (AUM)
• Prepare and share daily sales reports with managers
• Support promotional and business development activities

Requirements :

• Graduate (any stream) – NISM-5 preferre
• dMinimum 1+ year experience in financial services or consultin
• gExcellent communication & client engagement skill
• sStrong sales orientation with relationship-building abilit
• yGoal-driven mindset to achieve both individual & organizational target
  

s📥 How to Ap

:Send your updated resume to

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