Job Description – Sales Executive / Sales Consultant

Position: Sales Executive / Sales Consultant

Education: Minimum Graduation; NISM-5 preferred

Experience: 1+ year preferred

Job Role

Responsible for generating new business, acquiring clients, promoting financial products, maintaining customer relationships, and achieving individual and branch sales targets. The role involves products such as Equity, Currency, Mutual Funds, SIPs, Insurance, PMS and Bonds.

Key Responsibilities

- Generate recent clients through cold calling, appointments, referrals, and lead follow-ups.
- Explain products and services to prospective and existing customers.
- Promote and sell Equity, Currency, Mutual Funds, SIPs, Insurance, PMS and other investment products.
- Cross-sell products to existing clients.




- Maintain regular contact with clients through calls and meetings.
- Follow up on leads and support the team in closing sales.
- Provide after-sales service and ensure customer retention.
- Work towards increasing Assets Under Management (AUM).
- Prepare daily sales reports and share them with the reporting manager.
- Support sales and promotional activities.
- Achieve individual sales targets and contribute to overall branch targets.

Key Skills: Sales, Lead Generation, Cold Calling, Customer Acquisition, Relationship Management, Cross-Selling, Follow-up, Target Achievement.

📌 Sales Executives (Thrissur)
🏢 Trinity SkillWorks Private
📍 Thrissur