Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
Job description
💼 Position: Financial Sales Consultant
📍 Location: Trivandrum
💰 CTC: ₹2.04 – ₹4 LPA + Attractive Incentives
🎓 Qualification: Any Graduate
About the Role
We are seeking dynamic and target-driven Financial Consultants to join our team. This role involves selling a wide range of financial products, including Mutual Funds, Equity, PMS, Bonds, and Currency. You will be responsible for client acquisition, relationship management, and achieving sales targets.
Key Responsibilities
- Acquire new clients through calls, meetings, and referrals
- Promote Health Insurance, Life Insurance, Mutual Funds, SIPs, PMS, Bonds, Equity, and Currency
- Cross-sell products to existing clients and ensure retention
- Educate customers on product benefits, coverage, and claims
- Share market updates, IPO/NFO details, and research reports
- Prepare and submit daily sales reports
- Contribute to branch AUM growth and support promotional activities
Requirements
- Graduate (NISM Series V-A preferred)
- Minimum 1 year of sales experience in financial services or insurance
- Strong communication, negotiation, and interpersonal skills
- Willingness to travel locally for client meetings
- Target-driven mindset and professional grooming
- Notice period: Immediate to 30 days
Benefits
- Attractive fixed salary + performance incentives
- Career growth opportunities
- Training and development in financial and insurance products
📧 Send your updated resume to jovviya.kappan@skillactz.com
📱WhatsApp for Quick Connect: +91 9188939805
Click on Apply to know more.