01Overview
SkillActz is hiring talented professionals for a reputed financial services company across Kerala have 1-5 years of experience, this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services.
Role & responsibilities
- Acquire new clients through cold calling, appointments, references and prospecting activities.
- Explain financial products and services to prospective and existing clients.
- Promote investment products including Equity, Currency, Mutual Funds, SIPs, Insurance, PMS and Bonds.
- Update clients on Equity Research Reports, new Mutual Fund schemes, NFOs, IPOs and market trends.
- Identify and drive cross-selling opportunities among existing clients.
- Maintain regular client contact through calls and meetings.
- Support the branch team in converting and closing leads.
- Assist clients with investment application forms and related processes.
- Provide after-sales service, regular follow-up and ensure client retention.
- Contribute towards maintaining and increasing AUM.
- Prepare daily sales reports and update business transactions promptly.
- Support branch promotional activities.
- Work towards achieving individual, branch and organizational goals.
Preferred Candidate Profile
- Minimum Graduation in any discipline.
- 1+ year of experience preferred.
- NISM-5 certification preferred.
- Experience or exposure in selling financial/investment products such as Equity, Mutual Funds, Currency, Insurance or PMS.
- Robust client prospecting and relationship-building ability.
- Comfortable with cold calling, client meetings, follow-ups and cross-selling.
- Target-oriented with a focus on client acquisition, retention and business growth.
Add Skills
Client Acquisition, Financial Advisory, Equity Products, Mutual Funds, SIP, Insurance, PMS, Bonds, Currency Trading, Cross Selling, Client Relationship Management, Lead Generation, Cold Calling, Investment Products, AUM Growth, Client Retention, IPO, NFO, Market Trends, Sales .
