Financial Consultant

3 weeks ago


Thrissur, India Trinity SkillWorks Private Limited Full time


Financial Consultant
|
**Leading Financial Services Company

Full-time | Location: Thrissur**
We are hiring Financial Consultants/Advisors to join a leading financial services company.

Key Responsibilities :

  • Prospect and onboard new clients through cold-calling, appointments, and referrals
  • Explain company products & services to clients and prospects
  • Promote investments in Equity, Currency, Mutual Funds, Insurance, PMS, Bonds
  • Share research reports and updates on market trends (Equity, MF schemes, NFOs, IPOs)
  • Cross-sell financial products to existing clients
  • Maintain regular client relationships through calls and meetings
  • Provide assistance with investment applications and after-sales support
  • Ensure client retention and enhance Assets Under Management (AUM)
  • Prepare and share daily sales reports with managers
  • Support promotional and business development activities

Requirements :

  • Graduate (any stream) – NISM-5 preferred
  • Minimum 1+ year experience in financial services or consulting
  • Excellent communication & client engagement skills
  • Strong sales orientation with relationship-building ability
  • Goal-driven mindset to achieve both individual & organizational targets

How to Apply
:

Send your updated resume to

or

Apply online

**Whatsapp for quick connect

**

Jackson J

Sr. HR Executive


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