Financial Sales Consultant & Equity Dealer

Trinity SkillWorks Private Limited; Thrissur; On-site; INR 250,000 - 400,000; Full time

Benefits offered by this job

Fixed Salary

Attractive Incentives

Career Growth

Continuous Learning

Job summary

Geojit Financial Services Ltd. is seeking a Financial Sales Consultant and Equity Dealer for the Thrissur region. This role involves driving financial product sales and executing trades on stock exchange terminals.

The ideal candidate will have a Bachelor’s degree, and freshers are welcome. The position promises attractive incentives, career growth opportunities in finance, and continuous learning.

Qualifications

• 0–2 years experience welcome; freshers are welcome.
• Certifications in Financial Advisory and Security Operations are mandatory.

Responsibilities

• Acquire and activate clients through financial product sales.
• Execute trades on stock exchange terminals for clients.
• Conduct meetings and ensure high-quality client engagement.

Skills

Sales & Client Advisory

Client Relationship Management

Trade Execution

Education

Bachelor's Degree

Job description

Job Title: Financial Sales Consultant & Equity Dealer – Thrissur Region

Company: Geojit Financial Services Ltd.

Location: Multiple Branches – Angamaly, Chalakudy, Perumbavur, Kalady, Irinjalakuda, Mala, Kodungallur, Guruvayur, Thrissur, Kunnamkulam, Chentrapinni

About the Role

Join Geojit, a leading investment services firm in India, and shape the future of financial empowerment! We’re hiring dynamic professionals for financial product sales and dealer operations across our Thrissur-region branches.

Key Responsibilities

• Sales & Client Advisory
  • Acquire and activate clients
  • Cross-sell Mutual Funds, SIPs, Insurance, PMS, Bonds
  • Share insights from research reports, IPOs, NFOsContribute to branch AUM and revenue
• Dealer Responsibilities
  • Execute trades on stock exchange terminals
  • Confirm and follow up on client transactions
  • Maintain risk and compliance standards
• Client Relationship Management
  • Conduct meetings, calls, and client engagement
  • Ensure high-quality service and client satisfaction

Eligibility

• Education: Bachelor’s Degree (mandatory)
• Experience: 0–2 years (Freshers welcome)
• Certifications:
  • Financial Advisory Module (Mandatory)
  • Security Operations & Risk Management (Mandatory)
  • Other NISM certifications (Preferred for Dealer role)

Perks & Benefits

• Fixed Salary + Attractive Incentives
• Career Growth in Finance & Stock Markets
• Continuous Learning & Market Exposure
• Work with one of India’s trusted financial brands