Financial Sales Consultant

📢 Financial Consultant - We're Hiring for a Leading Financial Services Company !

💼 Position : Financial Sales Consultant 

🔸 CTC – 2.04 - 4 LPA + attractive incentives

🔸 Location– Across Kerala

🔸 Qualification- Any graduate ( No B.Tech /M.Tech graduates)

🔸 Skills required

- Good communication skills

- Knowledge about stock market

- Analytical skills

- ⁠Passion for sales

Experience: 0

GENERAL ROLE

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.

ESSENTIAL DUTIES & RESPONSIBILITIES

· New Client Prospecting - Through cold-calling, appointments, reference etc

· Explain about the Company, its products & services to existing clients & prospects

· Promote investments in Equity products, Currency trading, Mutual Funds, Insurance

and PMS

· Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on

market trends.

· Cross Sell to existing clients

· Keep regular contacts with the clients of the branch through telephone calls and meetings

· Assist team members in the Branch to close leads

· Provide investment application forms to clients and assist them in filling

· Provide after sales service, follow-up and ensure client retention

· Ensure the maintenance and enhancement of the AUM of the branch

· Prepare daily sales report and send to Branch Head and Sales Manager

· Make prompt entries in the back office of business done by branch in the Equity & Currency Segments

· Support branch promotional activities

 General

· Strive towards achieving individual goals and thereby the branch and

organizational goals.

· These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

🔸 Eligibility

- Okay with field sales

- Willingness to travel as and when required 

- ⁠Freshers and experienced candidates can apply

🌟 This is a great opportunity for recent graduates who are looking to gain hands-on experience in a dynamic work environment.

🔸 Apply - 

https://www.skillactz.com/my/jobs?id=939

Send your updated resume to

jovviya.kappan@skillactz.com

📱WhatsApp for Quick Connect: +91 95443 16657

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