Financial Consultant

Job Summary

We are looking for a energetic Financial Consultant to acquire current clients, understand their financial needs, and recommend suitable investment and financial products. The role involves building long-term client relationships and achieving sales targets.

Key Responsibilities
Generate recent business through calls, referrals, and lead generation.
Meet clients and provide financial solutions based on their needs.
Promote products such as Mutual Funds, Equity, Insurance, IPOs, Bonds, PMS, Currency Trading, and other investment products.
Cross-sell relevant financial products to existing clients.
Maintain client relationships through regular follow-ups and after-sales service.
Update client activities in the CRM system.

Eligibility
Bachelor's degree in any discipline.
Freshers can apply as Trainees.
Experience in Banking, Financial Services, Insurance, or Investments is preferred.

📌 Financial Service Consultants Kozhikode
🏢 Copious Consult Private
📍 Kozhikode