Financial Consultant

Trinity SkillWorks Private Limited; Kozhikode; On-site; INR 275,000 - 500,000; Full time

Job summary

Trinity SkillWorks Private Limited in Kozhikode invites a Financial Consultant to drive sales of financial products, manage client acquisitions, and build lasting relationships. The role combines advisory focus with strong execution in a fast-growing financial services team.

Requirements include 1–3 years of experience, any graduate or MBA/M.Com, excellent communication, and a passion for markets. Location is on-site in Kozhikode; salary ranges from ₹2.75 to ₹5 LPA with opportunities to grow

Qualifications

• 1–3 years of experience in financial sales or advisory.
• Any Graduate / MBA / M.Com or related qualification.
• Location: Kozhikode (on-site).
• Must have strong communication and client-facing skills.

Responsibilities

• Promote financial products such as Equity, Currency Trading, Mutual Funds, SIPs, Insurance, PMS, Bonds, and Home Loans.
• Acquire new clients through cold calling, referrals, appointments, and networking.
• Cross-sell financial and investment products to existing customers.
• Build and maintain strong client relationships.
• Provide excellent after-sales support and ensure customer retention.
• Recommend suitable financial solutions based on clients' investment needs.
• Achieve business growth and branch revenue targets.

Skills

Excellent communication

Presentation skills

Sales and negotiation

Financial markets knowledge

Client relationship management

Customer-focused approach

Education

Any Graduate / MBA / M.Com

Job description

WE’RE HIRING | FINANCIAL CONSULTANT

Location: Kozhikode

Salary: ₹2.75 – ₹5 LPA

Experience: 1–3 Years

Qualification: Any Graduate / MBA / M.Com

Are you passionate about sales, investments, and financial markets? Join our team and take your career to the next level in the financial services industry!

Key Responsibilities:

• Promote financial products such as Equity, Currency Trading, Mutual Funds, SIPs, Insurance, PMS, Bonds, and Home Loans.
• Acquire new clients through cold calling, referrals, appointments, and networking.
• Cross-sell financial and investment products to existing customers.
• Build and maintain strong client relationships.
• Provide excellent after-sales support and ensure customer retention.
• Recommend suitable financial solutions based on clients' investment needs.
• Achieve business growth and branch revenue targets.

Skills Required:

• Excellent communication and presentation skills
• Strong sales and negotiation abilities
• Knowledge or interest in financial markets
• Client relationship management skills
• Customer-focused approach

Call: [phone]

Email: [e-mail]