Financial Sales Consultant Mutual Funds & Insurance

Job Description

Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Role & Responsibilities Promote and sell third-party financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Generate new client leads through cold-calling, referrals, walk-ins, and scheduled appointments . Cross-sell relevant financial products to existing clients to enhance wallet share. Provide clients with market insights , research reports, and updates on NFOs/IPOs . Assist clients in filling investment forms , documentation, and ensure accurate transaction processing. Maintain regular follow-ups and provide after-sales service to ensure client satisfaction and retention. Support branch-level promotional activities, seminars , and events to drive brand visibility and lead generation. Ensure accurate reporting of daily sales activities and maintain records in the back-office systems. Collaborate with the branch team to achieve individual and collective AUM & revenue targets . Preferred Candidate Profile Bachelor's degree from a recognized university ( mandatory ). 0 -5 years of experience in financial services or direct sales (Freshers with certifications encouraged). Must hold valid certifications: NISM Series V-A: Mutual Fund Distributor (mandatory) Financial Advisory Module Security Operations and Risk Management Excellent communication and interpersonal skills. Sales-focused mindset with a passion for client servicing and financial advisory. Quick learner, self-motivated, and adaptable to a target-oriented environment . Local language fluency is an added advantage (Tamil for TN & Malayalam for Kerala) Job Locations Kerala Branches (All Districts): Ernakulam Region: Aluva, Angamaly, Chalakudy, Kalady, Edappally, Kochi, Thevara, Kalamassery, Piravom Thrissur/Palakkad Region: Irinjalakuda, Wadakanchery, Thrissur (Round North, Round South, Kokkala), Kunnamkulam, Chentrappinni, Pattambi, Pathirippala, Vadakkenchery, VictoriaPalakkad Malappuram/Wayanad: Perinthalmanna, Nilambur, Ponnani Calicut/Kannur/Kasaragod Region: Kozhikode, Calicut, Koyilandy, Kuthuparamba, Thaliparambu, Kannur, Talassery, Payyannur, Kasaragod Kottayam & South Central Kerala: Kottayam (K.K. Road, Nagampadom), Pathanamthitta, Thiruvalla, Konny, Kayamkulam Trivandrum/Kollam Region: Kollam, Kottiyam, Anchal, Neyyattinkara, Karamana (TVM), Attingal, Varkala Job Locations Tamil Nadu & Pondicherry Branches: Chennai Region: Chennai, Kanchipuram, Tiruvannamalai, Vellore, Villupuram, Pondicherry Coimbatore & Surrounding Areas: Coimbatore, TVS Nagar, Sulur, Vadavalli, Palladam, Kangeyam, Cumbum, Avinashi Madurai/South Tamil Nadu: Madurai, Kovilpatti, Aruppukottai, Sankarankoil, Ramnad, Ambasamuthram Western TN: Athur, Sathyamangalam, Erode Trichy/Delta Region: Trichy, Thiruverumbur, Tiruvarur, Nagapattinam, Ariyalur Salem Region: Salem (Shevapet, Gugai – Salem) Southern Coast: Tuticorin, Virudhachalam, Kallakurichi To Apply: Jackson – +91 95443 16657 Email: jackson.j@skillactz.com