Role & Responsibilities

- Acquire new clients through cold calling, appointments and referrals.
- Explain the companys products and services to existing and prospective clients.
- Promote financial products including Mutual Funds, Insurance and PMS.
- Update clients on recent MF schemes, NFOs, IPOs and market trends.
- Cross-sell suitable financial products to existing clients.
- Maintain regular client relationships through calls and meetings.
- Support branch team members in closing leads.
- Assist clients with investment application forms.
- Arrange investment seminars and support branch promotional activities.
- Provide after-sales service, follow up with clients and support client retention.
- Maintain and enhance branch AUM.
- Prepare daily sales reports and update business transactions in the back office.




- Work towards achieving individual, branch and organizational targets.

Preferred Candidate Profile

- Experience: 05 Years as per your updated requirement.
- Bachelor’s degree from an accredited college or university.
- Freshers can also be considered.
- Candidates with knowledge of Mutual Funds, Insurance, PMS and financial products will be preferred.
- Relevant certifications include Financial Advisory Module, Mutual Fund Distribution, and Security Operations & Risk Management; the source JD marks Financial Advisory Module and Security Operations & Risk Management as compulsor

Jackson J (phone hidden) Phone / Whatappp

📌 Financial Consultant Sales (Ernakulam)
🏢 Trinity Skill Works
📍 Ernakulam