Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
Financial Consultant
We are looking for a motivated and result-oriented Financial Consultant to join our team. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and promoting a range of financial products including mutual funds, insurance, SIPs, and other investment solutions.
Key Responsibilities
- Identify and acquire new clients through networking, cold calling, references, and client meetings.
- Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, and Bonds.
- Build and maintain long-term relationships with clients by providing financial guidance and investment solutions.
- Update clients on market trends, new fund offers (NFOs), IPOs, and investment opportunities.
- Cross-sell financial products to existing clients to increase portfolio value.
- Assist clients with investment documentation and application processes.
- Conduct client meetings, presentations, and branch investment seminars.
- Maintain regular follow-ups to ensure high client satisfaction and retention.
- Prepare and submit daily sales reports to the Branch Head.
- Achieve individual sales targets and contribute to overall branch performance.
Requirements
- Bachelor’s degree from a recognized university.
- 0–2 years of experience in financial services, sales, or investment advisory (Freshers can also apply).
- Strong communication and relationship-building skills.
- Interest in financial markets, investments, and wealth management.
- Ability to work in a target-driven environment.
Preferred Certifications
- NISM Certification (Mutual Fund Distribution / Financial Advisory)
- Knowledge of investment products and financial markets.
Skills
- Client Relationship Management
- Financial Product Sales
- Communication & Negotiation
- Market Awareness
- Customer Service
s.
Click on Apply to know more.