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Financial Sales Consultant – Mutual Funds / Insurance / SIP Sale
Malappuram, Kerala, India · Full Time
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- Experience
- 1+ yrs
- Salary
- INR 21,000 – INR 57,000 / month
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- Graduate
- Resume
- Required to apply
Where you'll work
Job description
Job Overview
We are seeking experienced Financial Consultants to join a prominent financial services firm. This role focuses on cultivating relationships with clients and promoting various investment products including Mutual Funds, SIPs, Insurance, Equity, Portfolio Management Services (PMS), and Bonds.
Key Duties
- Identify and acquire new clients through calls, referrals, and face-to-face meetings.
- Effectively communicate product details and advise clients on appropriate investment solutions.
- Promote and cross-sell financial offerings such as Mutual Funds, Insurance, and PMS.
- Maintain steady engagement to ensure client satisfaction and loyalty.
- Assist clients through investment processing and document handling.
- Provide clients with market updates, research insights, and latest fund options.
- Achieve both individual and branch-level sales goals.
- Participate in marketing and promotional initiatives.
Candidate Requirements
- At least one year of experience in BFSI or financial sales.
- Graduate degree is mandatory; holding NISM-5 certification is preferred.
- Strong communication and presentation abilities.
- Driven and goal-oriented personality.
- Availability to join immediately is preferred.
Compensation and Benefits
- Competitive fixed monthly salary ranging from 21000 to 57000 INR plus motivating incentives.
- Opportunities for career advancement within financial services.
- Comprehensive product and skills training provided.
Other Details
Position is based in Malappuram, Kerala, India, requiring onsite presence.