09 Oct
|
Trinity Skill Works
|
Chennai
09 Oct
Trinity Skill Works
Chennai
Job Description
We are hiring Financial Consultants for a leading financial services company (Confidential).
The role involves building client relationships and promoting a wide range of investment products such as Mutual Funds, SIPs, Insurance, Equity, PMS, and Bonds.
- Key Responsibilities:Acquire current clients through calls, references, and meetings
- Explain financial products and recommend suitable investment options
- Promote and cross-sell Mutual Funds, Insurance, PMS, and other products
- Maintain regular contact with clients to ensure satisfaction and retention
- Assist clients with investment applications and documentation
- Share market insights, research reports, and new fund offers
- Meet individual and branch sales targets
- Support promotional and marketing activities
Requirements:
✅ Minimum 1 year experience in BFSI / Financial Sales
✅ Graduation mandatory (NISM-5 certification preferred)
✅ Good communication and presentation skills
✅ Target-oriented and self-motivated
✅ Immediate joiners preferred
Benefits:
⭐ Fixed Salary + Attractive Incentives
⭐ Career growth in financial services
⭐ Product & skill training support
📌 Financial Sales Consultant – Mutual Funds / Insurance / SIP Sale (Chennai)
🏢 Trinity Skill Works
📍 Chennai