Financial Sales Consultant
5 days ago
Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales
Financial Sales Consultant | Immediate Joiners | Across Kerala
We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS. Ideal for candidates with experience or interest in field sales, financial products, or investment advisory.
Key Responsibilities:
Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients
Generate leads via cold calling, referrals, and field visits
Explain financial products and services clearly
Maintain client contact & provide after-sales support
Update clients on market trends, IPOs, NFOs, and new schemes
Assist clients with investment applications & documentation
Work with team members to convert branch leads & grow AUM
Prepare and submit daily sales reports
Participate in branch-level promotional activities
Meet or exceed monthly individual sales targets
Preferred Candidate Profile:
Experience: 6 months 6 years in Sales / BFSI / Financial Products
Education: Graduate (any stream); NISM certification preferred
Skills: Excellent communication, client-facing experience, passion for sales
Other: Willingness to travel locally, good understanding of financial products
Notice Period: Immediate joiners or max 60 days preferred
Locations: Across Kerala Kozhikode, Kannur, Kasaragod, Kochi, Trivandrum, Calicut, Thrissur, Kottayam, Kollam, and other top cities.
Contact HR:
Jeena: |
Jovviya:
Jackson: |
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