Financial Sales Consultant

0 - 4 years

3 - 7 Lacs

Posted:None| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Consultant Sales (Sales & Advisory)

SkillActz is hiring talented professionals for a reputed financial services company

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: 2.75 LPA Fresher 6 LPA (Based on experience, previous CTC, role, and interview performance)

Job Summary

Sales Executives / Financial Consultants

Roles & Responsibilities

  • Prospect and acquire new clients through

    cold calling, appointments, and referrals

    .
  • Explain and promote company products & services such as

    Mutual Funds, SIPs, Insurance, PMS, and Bonds

    .
  • Cross-sell

    financial products to existing clients and ensure client retention.
  • Conduct

    investment awareness programs

    and branch promotional activities.
  • Maintain and update client interactions in the system.
  • Prepare and share daily sales reports with the Branch Head.
  • Strive to meet

    individual and branch sales targets

    .

Required Skills

  • Good communication & interpersonal skills

  • Passion for

    sales & client engagement

  • Basic knowledge of

    financial products

    (Preferred)
  • Ability to work under targets and deadlines

Qualifications

  • Bachelors Degree in any discipline (Mandatory)
  • Freshers can apply

    ; prior experience in sales/financial services is an added advantage
  • Candidates with

    industry certifications

    like Financial Advisory Module, Mutual Fund Distribution will have an edge

Salary & Benefits

  • Salary Range: 2.75 LPA Fresher 6 LPA (Based on experience, previous CTC, role, and interview performance)

  • Performance-based growth

    opportunities
  • Training & Certification support

Work Mode

  • On-site (Branch Office)

Apply Now!

jackson.j@skillactz.com

Contact +91 95443 16657

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