Investment Sales Consultant

Trinity SkillWorks Private Limited; Thrissur; Sur place; INR 275 000 - 500 000; Plein temps

Résumé du poste

Trinity SkillWorks Private Limited in Thrissur is seeking an Investment Sales Consultant with 1-3 years of experience to drive growth in our financial services division. You will promote a range of investment products and build lasting client relationships.

Join a dynamic team and leverage your sales and market knowledge to advise clients on equities, mutual funds, SIPs, insurance, loans, and more while achieving branch revenue targets.

Qualifications

• 1–3 years of sales/investment experience.
• Graduate/MBA/M.Com welcome.
• Excellent communication and networking abilities.

Responsabilités

• Promote Equity Products, Currency Trading, Mutual Funds, SIPs, Insurance, PMS, Bonds, Life & General Insurance, Home Loans, and more.
• Generate new clients through cold-calling, appointments, referrals, and networking activities.
• Cross-sell financial and investment products to existing clients.
• Build and maintain strong customer relationships.
• Provide excellent after-sales service, follow-ups, and ensure client retention.
• Guide clients with suitable financial solutions based on their investment needs.
• Contribute towards business growth and branch revenue targets.

Connaissances

Strong communication

Presentation skills

Client relationship management

Negotiation

Customer focus

Formation

Any graduate / MBA / M.Com

Description du poste

We’re Hiring | Investment Sales Consultant

Location: Thrissur

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 dynamic team and build a rewarding career in the financial services industry!

Key Responsibilities

• Promote Equity Products, Currency Trading, Mutual Funds, SIPs, Insurance, PMS, Bonds, Life & General Insurance, Home Loans, and more
• Generate new clients through cold-calling, appointments, referrals, and networking activities
• Cross-sell financial and investment products to existing clients
• Build and maintain strong customer relationships
• Provide excellent after-sales service, follow-ups, and ensure client retention
• Guide clients with suitable financial solutions based on their investment needs
• Contribute towards business growth and branch revenue targets

Skills Required

• Strong communication and presentation skills
• Passion for sales and financial markets
• Client relationship management skills
• Negotiation and convincing ability
• Customer-focused approach

Call: [phone]

Email: [e-mail]