
Financial Consultant
3 weeks ago
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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