Trinity Skill Works logo

Financial Sales Consultant, Mutual Funds & Insurance

1 - 6 years

3 - 6 Lacs

bengaluru

Posted:1 day ago| Platform: Naukri logo

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Skills Required

mutual funds third party products financial advisory wealth management sales hni portfolio management life insurance cross selling broking hni client handling private equity demat hni sales insurance pms mf third party investment advisory sip dmat investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka

Sales-Driven Financial Consultants

Key Responsibilities:

  • Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients
  • Generate leads via cold calling, referrals, and field visits
  • Explain financial products and services clearly
  • Maintain client contact & provide after-sales support
  • Update clients on market trends, IPOs, NFOs, and new schemes
  • Assist clients with investment applications & documentation
  • Work with team members to convert branch leads & grow AUM
  • Prepare and submit daily sales reports
  • Participate in branch-level promotional activities
  • Meet or exceed monthly individual sales targets

Preferred Candidate Profile:

  • Experience:

    6 months 6 years in Sales / BFSI / Financial Products

  • Education:

    Graduate (any stream); NISM certification preferred

  • Skills:

    Excellent communication, client-facing experience, passion for sales

  • Other:

    Willingness to travel locally, good understanding of financial products

  • Notice Period:

    Immediate joiners or max 60 days preferred

Locations:

Contact Details:

  • Dinesh:

    dinesh.j@skillactz.com | 9940319891 (WhatsApp/Call)

  • Saranya D:

    saranya.d@skillactz.com | 7708713030 (WhatsApp/Call)

  • Jackson J:

    jackson.j@skillactz.com | 9544316657 (WhatsApp/Call)

  • Jeena

    jeena.jose@skillactz.com | 9188939806 (WhatsApp/Call)

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