Financial Sales Consultant

Job Title:

Location:

Salary Range:

Work Mode:

Key Responsibilities

• Client Acquisition: Responsible for New Client Prospecting through various channels, including cold-calling, securing appointments, and leveraging references.
• Product Promotion & Sales: Promote investments in a comprehensive range of financial products, including Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, and Bonds
• Cross-Selling: Actively engage in Cross Sell to existing clients to maximize client value and branch revenue.
• Client Management: Maintain regular contacts with branch clients through telephone calls and meetings.
• Investment Guidance: Explain the Company, its products & services to both existing clients and prospects.
• Market Updates: Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs, and market trends.
• After-Sales Service: Provide after sales service, follow-up, and ensure strong client retention.
• AUM Growth: Responsible for the maintenance and enhancement of the AUM (Assets Under Management) of the branch.
• Administrative Support:
• Assist clients in filling out investment application forms.
• Assist team members in the Branch to close leads.
• Support branch promotional activities.
• Prepare daily sales report and send to Branch Head and Sales Manager.
• Make prompt entries in the back office of business done by the branch in the Equity & Currency Segments.

Qualifications & Requirements

• Experience: 1+ years of experience.
• Education: Minimum Graduation required.
• Certification (Preferred): Possession of NISM-5 (Mutual Fund Distributors Certification) is preferred.
• Goal Focus: Strive towards achieving individual, branch, and organizational goals.

How to Apply

Dinesh J

📧 Saranya D – saranya.d@skillactz.com | 📞 7708713030

#Hiring #FinanceJobs #FinancialConsultant #WealthManagement #InvestmentAdvisor #MutualFunds #CareerOpportunity #SkillActz #NowHiring #TamilNaduJobs