Financial Consultant – Mutual Funds | Investments | Client Acquisition

Actively Reviewing the Applications

Trinity SkillWorks Private Limited

India, Kollam Full-Time On-site

Posted 5 hours ago • Apply by June 11, 2026

Job Description

Financial Consultant

We are looking for a motivated and result-oriented Financial Consultant to join our team. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and promoting a range of financial products including mutual funds, insurance, SIPs, and other investment solutions.

Key Responsibilities

Identify and acquire new clients through networking, cold calling, references, and client meetings.
Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, and Bonds.
Build and maintain long-term relationships with clients by providing financial guidance and investment solutions.
Update clients on market trends, new fund offers (NFOs), IPOs, and investment opportunities.
Cross-sell financial products to existing clients to increase portfolio value.
Assist clients with investment documentation and application processes.
Conduct client meetings, presentations, and branch investment seminars.
Maintain regular follow-ups to ensure high client satisfaction and retention.
Prepare and submit daily sales reports to the Branch Head.
Achieve individual sales targets and contribute to overall branch performance.

Requirements

Bachelor’s degree from a recognized university.
0–2 years of experience in financial services, sales, or investment advisory (Freshers can also apply).
Strong communication and relationship-building skills.
Interest in financial markets, investments, and wealth management.
Ability to work in a target-driven environment.

Preferred Certifications