Financial Consultant

Dear Aspirants, Greetings from a Leading Financial Services Firm! Job Title / Designation: Financial Consultant (Senior Executive / Assistant Manager / Manager) Functional Designation: Sales Department: Branch Reporting To: Branch Head Employment Type: Probation → Permanent Location:PATTAMBI PATHIRIPPALA MANJERI NILAMBUR PONNANI VADAKKENCHERY VICTORIA-PALAKKAD P2-RO - PALAKKAD Education: Minimum Graduation Experience: 1–5 years Job Description: The Financial Consultant will be responsible for promoting a wide range of financial products including Equity, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc., and achieving branch sales targets. Key Responsibilities: Prospect new clients via cold-calling, appointments, and referrals Explain company products and services to clients and prospects Promote investments in Equity, Currency trading, Mutual Funds, Insurance, and PMS Share research reports, market trends, IPOs, NFOs, and new MF schemes with clients Cross-sell products to existing clients Maintain regular contact with clients via calls and meetings Assist team members in closing leads Help clients complete investment applications Provide after-sales service, follow-up, and ensure client retention Prepare daily sales reports for Branch Head and Sales Manager Make accurate entries in back-office systems for Equity & Currency segments Support branch promotional activities Strive to achieve personal, branch, and organizational goals Skills Preference:Financial market knowledge and understanding of investment products Resourcefulness and convincing skills Analytical and problem-solving skills Strong communication in English & local language (written & verbal) Willingness to travel as required Target-driven and self-motivated Perks & Benefits:Fixed salary + lucrative performance-based incentives Career growth opportunities in a leading financial services firm How to Apply:Share your updated resume with: Jackson J – Senior HR Email: jackson.j@skillactz.com Phone / WhatsApp: +91 95443 16657