Financial Sales Consultant – Mutual Funds / Insurance / SIP Sale

Job highlights

• PF, Travel Allowance (TA), Mobile Allowance, Health InsuranceJob DescriptionJob DescriptionWe 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 meetingsExplain financial products and recommend suitable investment optionsPromote and cross-sell Mutual Funds, Insurance, PMS, and other productsMaintain regular contact with clients to ensure satisfaction and retentionAssist clients with investment applications and documentationShare market insights, research reports, and new fund offersMeet individual and branch sales targetsSupport promotional and marketing activitiesRequirements:✅ Minimum 1 year experience in BFSI / Financial Sales✅ Graduation mandatory (NISM-5 certification preferred)✅ Good communication and presentation

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