Financial Sales Consultant

Role:

Experience Level: 2–5 yearsEmployment Type: Full-Time

• Coordinate with regional and local branches for sales and business development.
• Take full accountability for sales performance and targets in the assigned branch/region.
• Drive sales of financial products and ensure strong relationship management with clients.
• Prospect and acquire new clients through networks, references, databases, and open market activities.
• Engage with investors, distributors, banks, and institutions to promote and sell schemes as directed by business leadership.
• Organize and coordinate investor awareness programs.
• Build and maintain strong, long-term client relationships to ensure customer satisfaction and repeat business.
• Identify upselling opportunities within key accounts to maximize revenue.
• Ensure strict adherence to sales processes, compliance requirements, and business policies.
• Achieve monthly, quarterly, and annual sales targets.
• Develop and expand channel networks to increase reach and achieve sales goals.
  

• Minimum 1 year of experience in sales within BFSI or AMC (Asset Management Company) industry.
• NISM V-A certification (mandatory, must be mentioned in the resume and attached).
• Strong communication, presentation, and active listening skills.
• Quick thinking and effective problem-solving ability.
• Ability to work both independently and collaboratively in a team.
• Good understanding of products, competition, and regulatory/taxation frameworks.
• Customer-focused, result-oriented approach with a positive attitude.
  

• MBA in Sales & Marketing.
• Knowledge and understanding of mutual fund products.