Financial Services Consultant

18 hours ago


Erode, Tamil Nadu, India Kaarlo Training & HR Solutions Pvt. Ltd. Full time
Role Overview

A dynamic Financial Services Consultant role with 1-3 years of experience, offering a full-time position in Erode, Salem, Coimbatore, Thrissur, and Krishnagiri. The estimated salary range is ₹5.5 Lacs - ₹9 Lacs per annum.

This opportunity is part of Kaarlo Training & HR Solutions Pvt. Ltd., a renowned recruiting firm headquartered in Tiruchirappalli.

Key Responsibilities
  • Develop and execute sales strategies to acquire new clients
  • Provide expert customer service and advice on financial products, ensuring excellent customer satisfaction
  • Maintain and grow existing client relationships through proactive communication and value-added services
  • Meet or exceed monthly/quarterly sales targets, significantly contributing to the bank's growth
Requirements & Qualifications
  • Possess strong cash management expertise
  • Demonstrate exceptional customer service skills
  • Showcase ability to develop and maintain strong client relationships
  • Hold knowledge of various financial services products
  • Have experience in sales processes, preferably in field sales environments
  • Demonstrate understanding of LAP/GOLD products and their applications
About Us

Kaarlo Training & HR Solutions Pvt. Ltd. is a leading recruitment firm that partners with top banks and financial institutions to provide high-quality talent solutions.



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