Financial Sales Consultant

Position:

Location:

CTC:

Qualification:

About the Role

We are seeking dynamic and target-driven Financial Consultants to join our team. This role involves selling a wide range of financial products, including Mutual Funds, Equity, PMS, Bonds, and Currency. You will be responsible for client acquisition, relationship management, and achieving sales targets.

Key Responsibilities

• Acquire new clients through calls, meetings, and referrals
• Promote Health Insurance, Life Insurance, Mutual Funds, SIPs, PMS, Bonds, Equity, and Currency
• Cross-sell products to existing clients and ensure retention
• Educate customers on product benefits, coverage, and claims
• Share market updates, IPO/NFO details, and research reports
• Prepare and submit daily sales reports
• Contribute to branch AUM growth and support promotional activities

Requirements

• Graduate (NISM Series V-A preferred)
• Minimum 1 year of sales experience in financial services or insurance
• Strong communication, negotiation, and interpersonal skills
• Willingness to travel locally for client meetings
• Target-driven mindset and professional grooming
• Notice period: Immediate to 30 days

Benefits

• Attractive fixed salary + performance incentives
• Career growth opportunities
• Training and development in financial and insurance products
  

Apply Now:

jovviya.kappan@skillactz.com

📱WhatsApp for Quick Connect: +91 95443 16657