Multiple Openings | Financial Services | Tamil Nadu

Job Title: Branch Manager / BDM / Equity Dealer / BSE / Financial Consultant

Industry: Financial Services / Stock Broking / Wealth Management / Investment Services

Employment Type: Full time

Qualification: Graduation

Experience: 1+ year relevant experience preferred; experience requirement varies by role.

Job Locations

BDM / Branch Manager: Mettupalayam, Tiruchengode, Trichy, Devakottai, Kumbakonam, Erode, Tuticorin

Equity Dealer: Tiruppur, Palladam, Madurai – Koodal Nagar

BSE: Mettupalayam, Pollachi, Palani, Tuticorin, Mayiladuthurai, Dindigul, Perambalur, Namakkal, Salem

Financial Consultant: Mettupalayam, Chidambaram, Karur, Namakkal

Job Description

We are hiring experienced and target-driven professionals for multiple openings with a leading Financial Services / Stock Broking organization across Tamil Nadu.

Candidates with experience in Stock Broking, Banking, Mutual Funds, Insurance, Wealth Management, Financial Product Sales, Client Acquisition, Relationship Management, Business Development, or Branch Operations are encouraged to apply.

Financial Consultant – Responsibilities

- Acquire new clients through cold calling, appointments, references and meetings.
- Promote Mutual Funds, SIPs, Insurance, Equity, Currency, PMS, Bonds and other investment products.
- Cross-sell financial products to existing clients.
- Maintain regular client relationships and follow-ups.
- Provide after-sales support and support customer retention.
- Contribute to branch AUM growth.
- Achieve individual and branch sales targets.

Preferred: Minimum 1 year relevant experience; NISM Series V preferred.

Equity Dealer – Responsibilities





- Execute client orders accurately on stock trading terminals.
- Update clients regarding their trading positions.
- Provide timely trade confirmations.
- Resolve trading-related customer queries.
- Increase trading volumes and dealing revenue.
- Activate inactive customers.
- Cross-sell other financial products.
- Maintain regular client relationships.

Required: Minimum 1 year relevant experience with NISM Series VIII certification.

Branch Manager / BDM / BSE

Candidates should have relevant exposure to:

- Business development and client acquisition
- Revenue and sales target achievement
- Financial-product sales and cross-selling
- Customer relationship management
- Local market development
- Branch operations and team handling, where applicable

Key Skills

Financial Services, Stock Broking, Mutual Funds, SIP, Insurance Sales, Equity Trading, Financial Product Sales, Client Acquisition, Relationship Management, Business Development, Lead Generation, Cross Selling, Revenue Generation, Customer Retention, Branch Operations, Portfolio Management, Trading Terminal, Order Execution, Wealth Management, Investment Advisory, Sales Target Achievement.

Certifications

Financial Consultant: NISM Series V / V-A preferred

Equity Dealer: NISM Series VIII required

Insurance exposure: IRDAI certification is an added advantage

Candidate Details Required

Name | Position Applied | Preferred Location | Total Experience | Relevant Experience | Current Company | Current CTC | Expected CTC | Notice Period | NISM / IRDAI Certification

Contact

Jackson J

Assistant Manager – HR

Trinity Skillwork Pvt. Ltd.

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+91 95443 16657

📌 Branch Manager / BDM / Equity Dealer / BSE / Financial Consultant (Coimbatore)
🏢 Trinity SkillWorks Private
📍 Coimbatore