Job Description

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

Contact

Jackson J

Assistant Manager – HR

Trinity Skillwork Pvt. Ltd.

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+91 95443 16657

Education

Master of Accounting, Bachelor Of Technology (B.Tech/B.E), Doctor of Medicine (M.D/M.S), Masters in Technology (M.Tech/M.E), Masters in Arts (M.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Homeopathic Medicine and Surgery (BHMS), Master of Planning (M.Plan), Bachelor of Science (B.Sc), Bachelor in General Studies (BGS), Bachelors of Law (B.L/L.L.B), Bachelor of Applied Science (BAS), Master OF Business Administration (M.B.A), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Arts (B.A), Master of Commerce (M.Com), Master of Law (M.L/L.L.M), Doctor of Audiology (AuD), Master of Education (M.Ed), Bachelor of Commerce (B.Com), Master of Liberal Arts (MLA/ALM), Doctor of Jurisprudence, Master of Music (MM/MMus), Bachelor of Business Administration (B.B.A), Bachelor Of Pharmacy (B.Pharm), Doctor of Ministry, Masters in Communications Disorders (MCD), Master of Fine Arts (MFA), Bachelor of Music Education (B.M.E.), Doctor of Psychology (Psy. D./D. Psych.), Master of Professional Accountancy (MPA), Bachelor of Social Work (B.S.W), MBBS, Doctor of Public Health (DrPH), Doctor of Musical Arts (DMA), Master of Tax Accounting, Master of Health Administration (MHA), Doctor of Science (DSc/ScD), Doctor of Veterinary Medicine (DVM), Bachelor of Music, Master of Health Science (MHSc), Master of Public Administration (MPA), Master of Real Estate Development, Master of Public Health (MPH), Bachelor of Education (B.Ed), Master of Pharmacy (M.Pharm), Master of Divinity, Masters of Architecture (M.Arch), Doctor of Education, Bachelor of Interdisciplinary Studies, Master of Natural Resources (MNR), Master of Library & Information Science (MLIS), Bachelor in Hotel Management (B.H.M), Bachelor of Architecture (B.Arch), Master of Social Work (M.S.W), Master in Landscape Architecture, Doctor of Physical Therapy, Doctor of Dental Surgery/Medicine (DDS/DMD), Doctor of Optometry, Doctor of Pharmacy (PharmD), Master in Computer Application (M.C.A), Master of Library Science, Doctor of Nursing Practice (DNP), Doctor of Chiropractic (DC), Master of Technical & Professional Communication, Bachelor of Health Science, Doctor of Business Administration (DBA), Bachelor Of Computer Application (B.C.A), Bachelor of Liberal Arts (BLA/ALB)