“Financial Consultant – Mutual Funds / Insurance / SIP Sale

Job Description

We are hiring Financial Consultants for a leading financial services company (Confidential).

The role involves building client relationships and promoting a wide range of investment products such as Mutual Funds, SIPs, Insurance, Equity, PMS, and Bonds.

• Key Responsibilities:Acquire new clients through calls, references, and meetings
• Explain financial products and recommend suitable investment options
• Promote and cross-sell Mutual Funds, Insurance, PMS, and other products
• Maintain regular contact with clients to ensure satisfaction and retention
• Assist clients with investment applications and documentation
• Share market insights, research reports, and new fund offers
• Meet individual and branch sales targets
• Support promotional and marketing activities

Requirements:

✅ Minimum 1 year experience in BFSI / Financial Sales

✅ Graduation mandatory (NISM-5 certification preferred)

✅ Good communication and presentation skills

✅ Target-oriented and self-motivated

✅ Immediate joiners preferred

Benefits:

⭐ Fixed Salary + Attractive Incentives

⭐ Career growth in financial services

⭐ Product & skill training support