Trinity Skill Works

Financial Sales Consultant – Mutual Funds / Insurance / SIP Sale

Trinity Skill Works
Chennai
₹21,000 - ₹57,000 monthly*

Fixed

₹21,000 - ₹45,000

Average Incentives*

₹12,000

Earning Potential

₹57,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

Benefits include:  PF, Travel Allowance (TA), Mobile Allowance, Health Insurance

Benefits include: PF, Travel Allowance (TA), Mobile Allowance, Health Insurance

Job Description

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

Job role

Work location
Work locationChennai, Tamil Nadu, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsCustomer service, Good Communication Skills, Sales, Cross selling, BFSI sales, Client relationship management, Financial securities, Life insurance plans, Wealth management, CISM certification, Communication, Investment Advisory, Equity Trading, Mutual Fund Sales, ULIP
English level
English levelBasic English
Degree/ Specialisation
Degree/ SpecialisationAny MBA(executive), Any B.Com (Hons.), Any BBM, Any M.Com, Any PGDM, Any PG Diploma, Any BBA, Any MBA, Any BBA (Hons.) (Atleast one)
Age limit
Age limit21 - 35 years
Gender
GenderAny gender

About company

Name
NameTrinity Skill Works
Address
AddressChennai, Tamil Nadu, India
Job posted by Trinity Skill Works

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You can expect a minimum salary of 21,000 INR and can go up to 57,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Chennai at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 26 May 2026. For more details, download apna app and find Full Time jobs in Chennai . Through apna, you can find jobs in 64 cities across India. Join NOW!