Financial Consultant Sales

We are looking for a Financial Consultant – Sales with 0–5 years of experience to promote and sell financial products such as Mutual Funds, SIPs, Insurance, PMS, Bonds and other investment products. The role involves acquiring new clients through cold calling, appointments and referrals, managing existing client relationships, cross-selling financial products, and providing regular updates on MF schemes, NFOs, IPOs and market trends. 

Role & Responsibilities

• Acquire new clients through cold calling, appointments and referrals.
• Explain the companys products and services to existing and prospective clients.
• Promote financial products including Mutual Funds, Insurance and PMS.
• Update clients on new MF schemes, NFOs, IPOs and market trends.
• Cross-sell suitable financial products to existing clients.
• Maintain regular client relationships through calls and meetings.
• Support branch team members in closing leads.
• Assist clients with investment application forms.
• Arrange investment seminars and support branch promotional activities.
• Provide after-sales service, follow up with clients and support client retention.
• Maintain and enhance branch AUM.
• Prepare daily sales reports and update business transactions in the back office.
• Work towards achieving individual, branch and organizational targets.

Preferred Candidate Profile

• Experience: 05 Years as per your updated requirement.
• Bachelor's degree from an accredited college or university.
• Freshers can also be considered.
• Candidates with knowledge of Mutual Funds, Insurance, PMS and financial products will be preferred.
• Relevant certifications include Financial Advisory Module, Mutual Fund Distribution, and Security Operations & Risk Management; the source JD marks Financial Advisory Module and Security Operations & Risk Management as compulsor

Jackson J

9544316657 Phone / Whatappp