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Trinity Skill Works
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Financial Consultant

Financial Consultant

Trinity Skill Works

0 - 31 years

2 - 6 Lacs

thrissur

Posted:18 hours ago| Platform: Apna logo

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Skills Required

retention documentation research reports support marketing certification communication presentation training

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description We are hiring Financial Consultants for a leading financial services company (Confidential). The role involves building client relationships and promoting a wide range of investment products such as Mutual Funds, SIPs, Insurance, Equity, PMS, and Bonds. Key Responsibilities:Acquire new clients through calls, references, and meetings Explain financial products and recommend suitable investment options Promote and cross-sell Mutual Funds, Insurance, PMS, and other products Maintain regular contact with clients to ensure satisfaction and retention Assist clients with investment applications and documentation Share market insights, research reports, and new fund offers Meet individual and branch sales targets Support promotional and marketing activities Requirements: ✅ Minimum 1 year experience in BFSI / Financial Sales ✅ Graduation mandatory (NISM-5 certification preferred) ✅ Good communication and presentation skills ✅ Target-oriented and self-motivated ✅ Immediate joiners preferred Benefits: ⭐ Fixed Salary + Attractive Incentives ⭐ Career growth in financial services ⭐ Product & skill training support

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Financial Consultant