We are hiring an Investment Sales Executive – Mutual Funds & Insurance to acquire new clients and promote a range of financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs, and NFOs. The role is focused on sales, client acquisition, and relationship management with clear performance targets.

This position is ideal for candidates who are ambitious, result-oriented, and looking to build a long-term career in the BFSI and wealth management industry.

Key Responsibilities

- Acquire new clients through cold calling, referrals, meetings, and follow-ups
- Promote and sell Mutual Funds, SIPs, Insurance, and other investment products
- Explain product features, benefits, risks, and market trends to clients
- Build and maintain solid relationships with existing and prospective clients
- Cross-sell and up-sell financial products to maximize revenue
- Assist clients with investment applications, KYC, and documentation
- Provide after-sales support and ensure high levels of client satisfaction
- Participate in branch promotions, seminars, and marketing activities
- Maintain accurate records and update transactions in back-office systems
- Prepare daily sales reports and meet individual and branch targets
- Ensure compliance with company policies and regulatory guidelines

Eligibility / Requirements

- Bachelor’s degree from a recognized university
- 1–2 years of experience in BFSI / Financial Sales
- Mandatory certifications:
- Financial Advisory Module
- Securities Operations and Risk Management
- Mutual Fund Distribution certification preferred
- Basic understanding of Mutual Funds, SIPs, Insurance, Equity Markets
- Strong communication, negotiation, and interpersonal skills
- Target-driven mindset with willingness to work in a sales environment
- Basic computer knowledge and familiarity with CRM / back-office systems

Skills Required





- Client Acquisition & Relationship Management
- Financial Product Sales
- Cold Calling & Lead Conversion
- Market Awareness
- Customer Service & Follow-ups
- Reporting & Documentation
- Compliance & Ethical Sales Practices

Reporting To

Branch Head

Jackson J /Jeena |/ Jovviya
(phone hidden) /(phone hidden) / (phone hidden)

SkillActz Team HR

Trinity Skillworks Pvt. Ltd.

Job Type: Full-time

Pay: ₹21,000.00 - ₹50,000.00 per month

Benefits:

- Health insurance
- Life insurance

Application Question(s):

- Are you comfortable working in a target-based sales role?
- Are you willing to do client acquisition through cold calling, referrals, and meetings?
- Have you worked in a sales or business development role earlier?
- Are you willing to achieve monthly sales targets?

- What is your total experience in BFSI / Financial Sales?

☐ Fresher ☐ 0–1 year ☐ 1–2 years ☐ 2+ years

- Have you previously sold Mutual Funds, SIPs, or Insurance products?

☐ Yes ☐ No

- Do you have experience in relationship management or customer handling?

☐ Yes ☐ No

- Have you worked in a bank, NBFC, broking, or financial services company?

☐ Yes ☐ No

- Do you have experience handling retail clients?

☐ Yes ☐ No

- Do you have basic knowledge of Mutual Funds and SIPs?

☐ Yes ☐ Basic ☐ No

- Are you familiar with Insurance products (Life / Health / General)?

☐ Yes ☐ Basic ☐ No

- Are you aware of market trends, NFOs, IPOs, and investment options?

☐ Yes ☐ No

- Do you hold any NISM certifications? (Select all that apply)

☐ Financial Advisory Module
☐ Mutual Fund Distribution
☐ Securities Operations & Risk Management
☐ None

- Are you willing to complete required certifications if selected?

☐ Yes ☐ No

- Are you comfortable working from the branch office and attending client meetings?

Work Location: In person

📌 Investment Sales Executive – Mutual Funds & Insurance (Kolenchery)
🏢 Trinity Skillworks
📍 Kolenchery