Financial Sales Consultant

Job Title: Financial Sales Consultant/Wealth Management Executive

Location: Across Tamil Nadu(Coimbatore, Chennai, Mettupalayam, Coonoor, Erode, Mettur, Gobi, Pollachi, Tiruppur, Tiruchengode, Ramanathapuram)

Salary Range: ₹3.5 LPA – ₹6 LPA + Attractive Incentives

Work Mode: On-site / Branch Office

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 – dinesh.j@skillactz.com | 📞 9940319891

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