2.0 - 4.0 years

1 - 3 Lacs

chennai, jaipur, delhi / ncr

Work from Office

Role & responsibilities Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions. Develop and maintain strong relationships with existing HNI clients to increase retention rates and generate new business opportunities. Identify cross-selling opportunities for various financial products such as investments, insurance, mutual funds, PMS, etc. Collaborate with internal teams to ensure seamless delivery of services to clients. Analyze market trends and economic indicators to provide expert advice on investment strategies. Preferred candidate profile NISM Certified or Wealth Experience.

Posted 14 hours ago

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Equity Advisor Prohr Strategies

1.0 - 5.0 years

5 - 7 Lacs

Kolkata, Chennai, Bengaluru

Work from Office

Advise HNI/retail clients on Equity/Derivatives. Cross-sell MFs/Bonds/Insurance. Acquire & retain clients. 1-3 yrs exp

Posted 1 month ago

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Retail Advisory (Dealer Role) Prohr Strategies

2.0 - 5.0 years

4 - 7 Lacs

kolkata, chennai, bengaluru

Work from Office

2+ years in broking Strong retail advisory background Age up to 35 years for frontline roles Pure Advisory Work with clients you bring in and help them grow their investments Acquire & service your client base Locations: Hyderabad | Mumbai | Delhi Required Candidate profile NISM VIII Certified is a MUST 2 Years Broking Experience

Posted Date not available

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Financial Sales Consultant Mutual Funds & Insurance Trinity Skill Works

0.0 - 5.0 years

3 - 6 Lacs

madurai, chennai, coimbatore

Work from Office

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and documentation Ensure after-sales support and resolve client queries Work closely with team members to convert branch leads Maintain and grow the branch's Assets Under Management (AUM) Prepare and submit daily sales reports to the Branch Head Ensure prompt data entry in back-office systems for all transactions Participate in branch-level promotional activities Meet or exceed monthly individual sales targets Preferred candidate profile Experience : 0 to 3 years in Sales / BFSI / Financial Products Education : Graduate (Any stream); NISM certification preferred (NISM V-A Mandatory within 3 months of joining) Excellent communication and interpersonal skills Prior experience in client-facing roles or financial advisory preferred Passionate about sales and target achievement Willing to travel locally for client meetings and acquisition Good understanding of Mutual Funds, SIPs, Insurance , or a strong willingness to learn Immediate joiners or short notice period (60 days) highly preferred Job Location : Chennai, Coimbatore, Madurai + 25+ Locations Across Tamil Nadu including Trichy, Salem, Tirunelveli, Erode, Vellore, Tiruvannamalai, Pondicherry, Dindigul, Thanjavur, and more. Contact Details : Jackson J Senior HR Executive Email : jackson.j@skillactz.com Phone/WhatsApp : 9544316657

Posted Date not available

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