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Trinity Skill Works
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Financial Sales Consultant Mutual Funds & Insurance

Financial Sales Consultant Mutual Funds & Insurance

Trinity Skill Works

0 - 5 years

3 - 6 Lacs

madurai chennai coimbatore

Posted:None| Platform:

Apply

Skills Required

mutual fund sales cross selling client acquisition bfsi direct sales insurance sales financial sales sip selling nism certified wealth management demat sales relationship management field sales insurance financial products cold calling investment advisory equity sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners

Sales-Driven Financial Consultants

Role & responsibilities

Promote and sell
Mutual Funds, SIPs, Insurance, PMS, Bonds
to clients
Generate leads via
cold calling, referrals, and field visits
Explain financial products and services clearly to clients
Maintain regular client contact via calls and meetings
Update clients on
market trends, new schemes, IPOs, NFOs
Assist clients with
investment applications
and documentation
Ensure
after-sales support
and resolve client queries
Work closely with team members to
convert branch leads
Maintain and grow the
branch's Assets Under Management (AUM)
Prepare and submit
daily sales reports
to the Branch Head
Ensure prompt data entry in back-office systems for all transactions
Participate in
branch-level promotional activities
Meet or exceed
monthly individual sales targets

Preferred candidate profile

Experience
: 0 to 3 years in
Sales / BFSI / Financial Products
Education
: Graduate (Any stream); NISM certification preferred (NISM V-A Mandatory within 3 months of joining)
Excellent
communication and interpersonal skills
Prior experience in
client-facing roles
or financial advisory preferred
Passionate about
sales and target achievement
Willing to
travel locally
for client meetings and acquisition
Good understanding of
Mutual Funds, SIPs, Insurance
, or a strong willingness to learn
Immediate joiners or
short notice period (60 days)
highly preferred

Job Location

Chennai, Coimbatore, Madurai + 25+ Locations Across Tamil Nadu including Trichy, Salem, Tirunelveli, Erode, Vellore, Tiruvannamalai, Pondicherry, Dindigul, Thanjavur, and more.

Contact Details

Jackson J

Senior HR Executive

Email

Phone/WhatsApp

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