“Financial Consultant – Mutual Funds / Insurance / SIP Sale

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales

Financial Sales Consultant | Immediate Joiners | Across Kerala

We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS. Ideal for candidates with experience or interest in field sales, financial products, or investment advisory.

Key Responsibilities:

• Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients
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• Generate leads via cold calling, referrals, and field visits
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• Explain financial products and services clearly
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• Maintain client contact & provide after-sales support
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• Update clients on market trends, IPOs, NFOs, and new schemes
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• Assist clients with investment applications & documentation
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• Work with team members to convert branch leads & grow AUM
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• Prepare and submit daily sales reports
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• Participate in branch-level promotional activities
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• Meet or exceed monthly individual sales targets
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Preferred Candidate Profile:

• Experience: 6 months 6 years in Sales / BFSI / Financial Products
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• Education: Graduate (any stream); NISM certification preferred
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• Skills: Excellent communication, client-facing experience, passion for sales
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• Other: Willingness to travel locally, good understanding of financial products
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• Notice Period: Immediate joiners or max 60 days preferred
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Locations: Across Kerala – Kochi, Trivandrum, Calicut, Thrissur, Kottayam, Kollam, and other top cities.

Contact HR:

Jovviya: 📱 +91 9188939805