Financial Sales Consultant

Trinity SkillWorks Private Limited; Coimbatore District; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Attractive Incentives

Career Growth Opportunities

Professional Work Environment

Job summary

Trinity SkillWorks Private Limited in Tamil Nadu is hiring an Assistant Manager – Financial Services Sales to drive client acquisition and promote Life Insurance, Health Insurance, and Mutual Funds. The role covers Chennai and Tamil Nadu with an existing client base.

You will maintain relationships, cross-sell to customers, and meet monthly targets while coordinating with internal teams for excellent service delivery.

Qualifications

• Experience in Financial Services Sales with 3–5 years preferred.
• Strong knowledge of life insurance, health insurance and mutual funds.
• Good communication and relationship management skills.
• Target-oriented and self-driven with a client-first approach.

Responsibilities

• Acquire new clients and generate business opportunities.
• Promote and sell financial products including Life Insurance, Health Insurance, Mutual Funds, SIPs and investment products.
• Maintain and grow client relationships and cross-sell to existing customers.
• Conduct client meetings and portfolio discussions.
• Achieve monthly sales and revenue targets.
• Generate leads through networking and direct client interactions.
• Coordinate with internal teams for seamless customer service.

Skills

Client Acquisition

Financial Products

Relationship Management

Cross-selling

Lead Generation

Sales Target Achievement

Education

Graduation

NISM Certification

IRDA Certification

Job description

Experience Required: 3 – 5 Years

Qualification: Any Graduation (NISM / IRDA Certification Preferred)

About the Role

We are hiring experienced professionals for the position of Assistant Manager – Financial Services Sales across Chennai and Tamil Nadu locations. The ideal candidate should have strong experience in Life Insurance, Health Insurance, and Mutual Fund sales with excellent product knowledge and an existing client base.

Key Responsibilities

• Acquire new clients and generate business opportunities
• Promote and sell financial products including:
• Life Insurance
• Health Insurance
• Mutual Funds
• SIPs & Investment Products
• Maintain and grow client relationships
• Cross-sell financial products to existing customers
• Conduct client meetings and portfolio discussions
• Achieve monthly sales and revenue targets
• Generate leads through references, networking, and direct client interactions
• Coordinate with internal teams for seamless customer service

Candidate Requirements

• Minimum 1 – 5 years of experience in Financial Services Sales
• Strong product knowledge in Insurance & Mutual Funds
• Good communication and relationship management skills
• Target-oriented and self-driven approach
• Experience in BFSI / Wealth Management / Investment Advisory preferred

Salary & Benefits

• Attractive Incentives & Performance Bonuses
• Career Growth Opportunities
• Professional Work Environment