We are hiring motivated and results-driven professionals for Assistant Manager, Manager, and Senior Manager – Sales & Business Development roles with a leading Financial Services organization across Kerala

The ideal candidate should have experience in Banking, Insurance, Wealth Management, Investment Advisory, Stock Broking, or Financial Services Sales.

Location? Multiple Locations Across Kerala

Key Responsibilities

- Acquire new customers through cold calling, referrals, networking, and field sales activities.
- Generate business opportunities and achieve assigned sales targets.
- Build and maintain strong client relationships.
- Promote financial products and investment solutions.
- Conduct customer meetings, seminars, and lead-generation activities.
- Cross-sell and upsell products to existing customers.
- Drive revenue growth and business expansion in the assigned territory.
- Monitor market trends and competitor activities.
- Ensure excellent customer service and client retention.
- Maintain reports and business records as per company guidelines.




- Candidate RequirementsAny Graduate (MBA preferred).
- 1–10 years of experience in BFSI Sales, Banking, Insurance, Wealth Management, Investment Advisory, or Financial Services.
- Solid communication, negotiation, and relationship management skills.
- Proven ability to achieve sales and business targets.
- Experience in client acquisition and business development.
- NISM / AMFI / IRDA certifications will be an added advantage.
- Willingness to travel within the assigned region.

Salary? Best in Industry + Attractive Incentives + Benefits

IndustryBanking | Financial Services | Wealth Management | Investment Advisory

Employment Type

Full-Time | Permanent

Skills

Business Development, Sales Management, Client Acquisition, Relationship Management, Wealth Management, Financial Advisory, Mutual Funds, Insurance Sales, Lead Generation, Team Management, Revenue Generation, Cross Selling, CRM, Banking & Financial Services, Financial Planning.

📌 Sales Manager – Financial Services (Kozhikode)
🏢 Trinity Skill Works
📍 Kozhikode