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Trinity SkillWorks Private Limited
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Financial Sales Consultant

Financial Sales Consultant

Trinity SkillWorks Private Limited

1 years

0 Lacs

iritty kerala india

Posted:1 day ago| Platform:

Apply

Skills Required

support reports communication

Work Mode

On-site

Job Type

Full Time

Job Description

Financial Consultant Sales | Equity, Mutual Funds, Insurance

Location

Experience

Education

We are hiring experienced sales-driven financial professionals who can promote investment products and build strong client relationships.

Role Highlights:

Prospect new clients through cold calls, references & appointments
Promote and sell investment products: Equity, Mutual Funds, Insurance, PMS & Currency
Update clients on market trends, new MF schemes, IPOs/NFOs
Cross sell products to existing client base
Assist in filling investment forms & documentation
Provide after-sales support & ensure client retention
Prepare daily sales reports & support branch revenue targets

If you have strong communication, interest in capital markets & sales – this is a strong career path.

Contact :

📧 Email: jackson.j@skillactz.com

📞 Phone: +91 95443 16657

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