Immediate Hiring Multiple Roles in Banking & Financial Services Across Kerala Exciting Career Opportunities in the Financial Sector! SkillActz is hiring talented professionals for a leading financial services firm across Kerala. Whether you're a fresher or an experienced professional (1-5 years) , this is an excellent opportunity to build a successful career in Banking, Stockbroking, and Investment Services . Open Positions: Financial Consultant Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Industry: Banking & Financial Services | Stockbroking | Investment Services Qualifications: Any Graduate Preferred Certifications: NCFM, NISM, AMFI Mutual Fund Certification Key Responsibilities Financial Consultant Promote Mutual Funds, SIPs, Insurance, PMS, and Bonds Acquire new clients through cold calling, references & meetings Provide investment advisory and cross-sell financial products Conduct investment seminars and assist clients with applications Dealer Execute stock trades and manage order placements Guide clients on market trends, IPOs & investment opportunities Ensure risk management & regulatory compliance Engage with clients and cross-sell financial products Business Support Executive Manage branch operations, sales & administration Assist in client onboarding, account opening & documentation Support financial advisory & back-office operations Maintain client relationships through regular communication Branch Sales Executive Drive sales for financial products & services Develop and maintain strong customer relationships Achieve branch sales targets & revenue goals Support promotional activities & business expansion Commodity Dealer Execute commodity trades & manage orders Advise clients on commodity market trends & investment opportunities Monitor and manage trading risks effectively Ensure compliance with exchange regulations & policies Branch Manager Oversee branch operations, sales & team management Drive business growth and meet revenue targets Develop and maintain high-value client relationships Ensure compliance with company policies & regulations Key Skills Required: Stock Trading | Commodity Trading | Mutual Funds Sales | Insurance | PMS | Client Prospecting | Risk Management | Market Research | Branch Operations | CRM | Sales Target Achievement | Team Management Compensation & Benefits: Fixed Salary + Performance-Based Incentives Career Growth & Skill Development Opportunities Comprehensive Training & Mentorship Programs Locations Across Kerala: Ernakulam & Kochi Region: Thevara | Idappally | Palarivattom | Kothamangalam | MG Road, Kochi | Muvattupuzha | Angamaly | Chalakudy | Perumbavur | Kalady Trivandrum & Kollam Region: Attingal | Karamana | Nedumangad | Kollam | Anchal | Kottiyam | Kayamkulam Thrissur & Central Kerala: Irinjalakuda | Kodungallur | Guruvayur | Wadakanchery | Thrissur (Round South & Kokkalai) Kottayam & Pathanamthitta Region: Kottayam (K K Road) | Kottayam | Thiruvalla Palakkad & Malappuram Region: Pattambi | Pathiripala | Perinthalmanna | Manjeri | Nilambur | Ponnani | Vadakkenchery | Victoria-Palakkad Calicut, Kannur & Kasaragod Region: Thamarasseri | Koyilandy | Kozhikode (Calicut) | Kannur | Kannur (Fortlight) | Talassery | Payyannur | Thaliparambu | Kasaragod | Koyilandy Branch | How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today!
Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund
Visit schools and colleges to meet key decision-makers and schedule product demonstration Conduct live demos of the companys interactive educational products. Follow up after demos and coordinate meetings and the Regional Manager for sales Provident fund Annual bonus Travel allowance
Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Role & Responsibilities Promote and sell third-party financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Generate new client leads through cold-calling, referrals, walk-ins, and scheduled appointments . Cross-sell relevant financial products to existing clients to enhance wallet share. Provide clients with market insights , research reports, and updates on NFOs/IPOs . Assist clients in filling investment forms , documentation, and ensure accurate transaction processing. Maintain regular follow-ups and provide after-sales service to ensure client satisfaction and retention. Support branch-level promotional activities, seminars , and events to drive brand visibility and lead generation. Ensure accurate reporting of daily sales activities and maintain records in the back-office systems. Collaborate with the branch team to achieve individual and collective AUM & revenue targets . Preferred Candidate Profile Bachelor's degree from a recognized university ( mandatory ). 0 -5 years of experience in financial services or direct sales (Freshers with certifications encouraged). Must hold valid certifications: NISM Series V-A: Mutual Fund Distributor (mandatory) Financial Advisory Module Security Operations and Risk Management Excellent communication and interpersonal skills. Sales-focused mindset with a passion for client servicing and financial advisory. Quick learner, self-motivated, and adaptable to a target-oriented environment . Local language fluency is an added advantage (Tamil for TN & Malayalam for Kerala) Job Locations Kerala Branches (All Districts): Ernakulam Region: Aluva, Angamaly, Chalakudy, Kalady, Edappally, Kochi, Thevara, Kalamassery, Piravom Thrissur/Palakkad Region: Irinjalakuda, Wadakanchery, Thrissur (Round North, Round South, Kokkala), Kunnamkulam, Chentrappinni, Pattambi, Pathirippala, Vadakkenchery, VictoriaPalakkad Malappuram/Wayanad: Perinthalmanna, Nilambur, Ponnani Calicut/Kannur/Kasaragod Region: Kozhikode, Calicut, Koyilandy, Kuthuparamba, Thaliparambu, Kannur, Talassery, Payyannur, Kasaragod Kottayam & South Central Kerala: Kottayam (K.K. Road, Nagampadom), Pathanamthitta, Thiruvalla, Konny, Kayamkulam Trivandrum/Kollam Region: Kollam, Kottiyam, Anchal, Neyyattinkara, Karamana (TVM), Attingal, Varkala Job Locations Tamil Nadu & Pondicherry Branches: Chennai Region: Chennai, Kanchipuram, Tiruvannamalai, Vellore, Villupuram, Pondicherry Coimbatore & Surrounding Areas: Coimbatore, TVS Nagar, Sulur, Vadavalli, Palladam, Kangeyam, Cumbum, Avinashi Madurai/South Tamil Nadu: Madurai, Kovilpatti, Aruppukottai, Sankarankoil, Ramnad, Ambasamuthram Western TN: Athur, Sathyamangalam, Erode Trichy/Delta Region: Trichy, Thiruverumbur, Tiruvarur, Nagapattinam, Ariyalur Salem Region: Salem (Shevapet, Gugai – Salem) Southern Coast: Tuticorin, Virudhachalam, Kallakurichi To Apply: Jackson – +91 95443 16657 Email: jackson.j@skillactz.com
Responsibilities: * Manage client relationships through effective communication. * Generate revenue through mutual fund sales and marketing. * Meet sales targets by selling financial products. Health insurance Annual bonus Provident fund Travel allowance
Multiple Open Positions Urgent Hiring Join a Leading Financial Services Company Locations: Bangalore Region | Karnataka | Mysore Region Immediate Joiners Preferred Plus Notice Period SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Open Positions: Financial Consultant Sales Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Manager Sales Bank Relationship Officer Relationship Manager Dealer Channel Sales Manager Business Partner 1. Branch Manager Experience: 3–7 years in Financial Services Core Responsibilities: Branch P&L Ownership: Manage the profitability of the branch by achieving financial targets and cost optimization. Team Management: Supervise, mentor, and motivate sales and support staff; conduct performance reviews. Client Acquisition: Generate new business by building a strong local network and driving field activity. Cross-Selling: Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue. Branch Operations: Oversee smooth functioning of branch activities including audits, compliance, and customer experience. Marketing Initiatives: Plan and execute local promotional events, tie-ups, and investor meets. 2. Manager – Sales Experience: Minimum 3–5 years Core Responsibilities Sales Leadership: Lead a team or work individually to achieve high-value sales targets. Product Expertise: Strong knowledge of investment products and ability to pitch to clients. Client Management: Engage new and existing customers with tailored financial solutions. Support Team: Guide junior staff/Financial Consultants in closing leads and upskilling. Reporting: Maintain and present periodic sales reports to leadership. 3. Bank Relationship Officer Experience: 1–3 years in financial product sales Core Responsibilities: Bank Coordination: Work closely with partner bank branches to generate leads. Lead Conversion: Engage bank customers and convert them into active investors. Relationship Building: Gain trust of bank employees to boost referrals. Sales Targets: Consistently meet assigned targets via walk-ins, referrals, and upselling. 4. Executive – Business Support Experience: 0–2 years (Freshers welcome) Core Responsibilities: Documentation: Assist with form filling, KYC, and client onboarding. Customer Support: Handle queries, update clients on their application status. Data Entry: Maintain accurate digital records and reports. Sales Team Assistance: Help prepare investment proposals and marketing materials. 5. Relationship Manager – Dealer Experience: 0–3 years in stock trading Core Responsibilities Trade Execution: Manage client orders on platforms like NSE/BSE. Market Insights: Share real-time market updates and portfolio suggestions. Client Handling: Serve as a point-of-contact for investment clients, handling trading queries and issues. Sales + Dealing: Balance trade execution and up-selling investment products. 6. Financial Consultant – Sales Experience: 0–5 years Core Responsibilities: Client Prospecting: Identify new prospects via field visits, calls, and referrals. Product Sales: Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc. Portfolio Management: Help clients build and track their investment plans. Client Retention: Provide regular follow-up and market updates to keep clients engaged. 7. Channel Sales Manager Experience: 2–5 years Core Responsibilities: Channel Development: Recruit and onboard new financial agents/partners. Partner Training: Educate them on products, compliance, and sales techniques. Performance Monitoring: Ensure channel partners meet monthly targets. Revenue Growth: Expand channel network to increase business volume. 8. Business Partner Experience: 5+ years in investment sales or independent advisory Core Responsibilities: Independent Business: Act as a franchise/associate of the company under your own name. Client Base: Use your network to build and serve a client portfolio. Revenue Sharing: Earn income through commissions/incentives with backend and branding support. Advisory Role: Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options. How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today! A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients
Job Title: Customer Support Executive Financial Markets (Voice Process) Company: Leading Financial Services Company Location: Padivattom, Kochi Experience: 0 to 2 Years Education: Any Graduate (Bachelor's Degree mandatory) Salary: 2.5 LPA - 4.5 LPA Industry: Financial Services / Broking Functional Area: Customer Success, Service & Operations Role Category: Voice / Inbound Employment Type: Full Time, Permanent Job Description We are hiring passionate and energetic professionals for a Customer Support Executive role in the financial services domain. The role involves direct client interaction, trade support, and customer query resolution over voice and email channels. Key Responsibilities: Assist clients in executing trades in equities, derivatives, commodities, and currency markets. Handle inbound calls and respond to customer queries regarding products, services, and account details. Provide accurate information and resolve client complaints and concerns promptly. Educate clients on trading procedures, account opening, and usage of platforms. Maintain service quality standards and ensure customer satisfaction. Record customer interactions, issues, and resolutions in the CRM system. Coordinate with internal teams (Sales, Operations, Compliance) for client issue resolution. Stay updated with company products, services, market movements, and regulatory norms. Ensure all trade-related client interactions comply with regulatory and internal guidelines. Desired Candidate Profile: Excellent communication skills Must be fluent in English and at least one regional language. Knowledge of capital markets, trading, and investment instruments is a plus. Strong analytical and convincing skills. Should be proactive, customer-oriented, and detail-focused. To Apply : Jackson J Phone-9544316657 Email - jackson.j@skillactz.com
Will be responsible for sourcing the business Branch & Open Market Will be responsible to interact with the customers & explain about the product. Should be able to manage relationship with customers/branches/ Managers.
Graduate with 1+ yr sales exp in Equity/MF/Insurance. Role involves client acquisition, cross-selling, sharing market updates, and achieving targets. Fixed pay + incentives. Build a rewarding career in financial product sales. Health insurance Provident fund Travel allowance Sales incentives
Good communication skills in English and Hindi Market knowledge and awareness of customer behavior Analytical thinking and problem-solving ability Convincing and negotiation skills Required Candidate profile Possesses good market knowledge and awareness of customer behavior Strong analytical and problem-solving skills Customer-oriented mindset with a positive attitude Fresher or experienced candidates
Support customers via phone, chat, email for technical and service-related queries. Ensure proper documentation and follow-up. Escalate complex cases Share customer feedback with internal teams and stay updated on products and processes.
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
Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company Whether you are a fresher or have 1-5 years of experience, this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 2.75 LPA Fresher 6 LPA (Based on experience, previous CTC, role, and interview performance) Job Summary We are looking for passionate and energetic Sales Executives / Financial Consultants to join our team. This role involves client acquisition, promoting financial products, and building long-term client relationships. If you are ambitious and have a flair for sales, we want you on our team! Roles & Responsibilities Prospect and acquire new clients through cold calling, appointments, and referrals . Explain and promote company products & services such as Mutual Funds, SIPs, Insurance, PMS, and Bonds . Cross-sell financial products to existing clients and ensure client retention. Conduct investment awareness programs and branch promotional activities. Maintain and update client interactions in the system. Prepare and share daily sales reports with the Branch Head. Strive to meet individual and branch sales targets . Required Skills Good communication & interpersonal skills Passion for sales & client engagement Basic knowledge of financial products (Preferred) Ability to work under targets and deadlines Qualifications Bachelors Degree in any discipline (Mandatory) Freshers can apply ; prior experience in sales/financial services is an added advantage Candidates with industry certifications like Financial Advisory Module, Mutual Fund Distribution will have an edge Salary & Benefits Salary Range: 2.75 LPA Fresher 6 LPA (Based on experience, previous CTC, role, and interview performance) Performance-based growth opportunities Training & Certification support Work Mode On-site (Branch Office) Apply Now! Send your resume to jackson.j@skillactz.com Contact +91 95443 16657
Financial Consultant Sales (Sales & Advisory) SkillActz is hiring talented professionals for a reputed financial services company across Kerala. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 2.75 LPA Fresher 6 LPA (Based on experience, previous CTC, role, and interview performance) Role & Responsibilities Promote and sell third-party financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Generate new client leads through cold-calling, referrals, walk-ins, and scheduled appointments . Cross-sell relevant financial products to existing clients to enhance wallet share. Provide clients with market insights , research reports, and updates on NFOs/IPOs . Assist clients in filling investment forms , documentation, and ensure accurate transaction processing. Maintain regular follow-ups and provide after-sales service to ensure client satisfaction and retention. Support branch-level promotional activities, seminars , and events to drive brand visibility and lead generation. Ensure accurate reporting of daily sales activities and maintain records in the back-office systems. Collaborate with the branch team to achieve individual and collective AUM & revenue targets . Preferred Candidate Profile Bachelor's degree from a recognized university ( mandatory ). 0 -5 years of experience in financial services or direct sales (Freshers with certifications encouraged). Must hold valid certifications: NISM Series V-A: Mutual Fund Distributor (mandatory) Financial Advisory Module Security Operations and Risk Management Excellent communication and interpersonal skills. Sales-focused mindset with a passion for client servicing and financial advisory. Quick learner, self-motivated, and adaptable to a target-oriented environment . Local language fluency is an added advantage (Tamil for TN & Malayalam for Kerala) Job Locations Kerala Branches (All Districts): Ernakulam Region: Aluva, Angamaly, Chalakudy, Kalady, Edappally, Kochi, Thevara, Kalamassery, Piravom Thrissur/Palakkad Region: Irinjalakuda, Wadakanchery, Thrissur (Round North, Round South, Kokkala), Kunnamkulam, Chentrappinni, Pattambi, Pathirippala, Vadakkenchery, VictoriaPalakkad Malappuram/Wayanad: Perinthalmanna, Nilambur, Ponnani Calicut/Kannur/Kasaragod Region: Kozhikode, Calicut, Koyilandy, Kuthuparamba, Thaliparambu, Kannur, Talassery, Payyannur, Kasaragod Kottayam & South Central Kerala: Kottayam (K.K. Road, Nagampadom), Erattupetta,Pala,Pathanamthitta, Thiruvalla, Konny, Kayamkulam Trivandrum/Kollam Region: Kollam, Kottiyam, Anchal, Neyyattinkara, Karamana (TVM), Attingal, Varkala To Apply Jackson ,Sr.HR Executive +91 95443 16657 Email: jackson.j@skillactz.com
Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance
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