Business Development Executive

1 day ago

Ernakulam Palakkad Thrissur, India Trinity Skill Works Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales

Functional Designation: Sales

Role & responsibilities

  • Acquire new clients through cold calls, referrals, and appointments.
  • Promote financial products: Mutual Funds, SIPs, Insurance, PMS, Bonds.
  • Educate clients on company services, market trends, and investment opportunities.
  • Cross-sell products to existing clients to maximize portfolio growth.
  • Maintain and enhance Assets Under Management (AUM) of the branch.
  • Provide after-sales service, follow-ups, and ensure client retention.
  • Assist team members in closing leads and filling investment forms.
  • Organize investment seminars and branch promotional activities.
  • Prepare daily sales reports and update business in back-office systems.
  • Achieve individual sales targets contributing to branch and organizational goals.
  • New Client Prospecting - Through cold-calling, appointments, reference etc
  • Explain about the Company, its products & services to existing clients & prospects
  • Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS
  • Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends.
  • Cross Sell to existing clients
  • Keep regular contacts with the clients of the branch through telephone calls and meetings
  • Assist team members in the Branch to close leads
  • Provide investment application forms to clients and assist them in filling
  • Provide after sales service, follow-up and ensure client retention
  • Ensure the maintenance and enhancement of the AUM of the branch
  • Prepare daily sales report and send to Branch Head and Sales Manager
  • Make prompt entries in the back office of business done by branch in the Equity & Currency Segments

Preferred Candidate Profile

  • Any Graduate from a recognized university.
  • 02 years of experience; freshers with relevant certifications are welcome.
  • Strong communication and interpersonal skills.
  • Basic knowledge of financial products like Mutual Funds, SIPs, Insurance, PMS, Bonds.
  • Client-focused with a sales-oriented mindset.
  • Self-motivated, proactive, and target-driven.
  • Ability to work in a team and support branch growth.
  • Certification in Financial Advisory Module, Mutual Fund Distribution, and Security Operations & Risk Management is mandatory.

Contact HR

Jeena

Jovviya

Jackson

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