Financial Consultant Sales | Leading Financial Services

Job Description

Multiple Open Positions Urgent Hiring Join a Leading Financial Services Company Locations: Bangalore Region | Karnataka | Mysore Region Immediate Joiners Preferred Plus Notice Period SkillActz is hiring talented professionals for a reputed financial services company across Karnataka. Whether you are a fresher or have 1-5 years of experience , this is an excellent opportunity to build your career in Banking, Stockbroking, and Investment Services. Salary Range: 3 LPA 7 LPA (Based on experience, previous CTC, role, and interview performance) Open Positions: Financial Consultant Sales Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Manager Sales Bank Relationship Officer Relationship Manager Dealer Channel Sales Manager Business Partner 1. Branch Manager Experience: 3–7 years in Financial Services Core Responsibilities: Branch P&L Ownership: Manage the profitability of the branch by achieving financial targets and cost optimization. Team Management: Supervise, mentor, and motivate sales and support staff; conduct performance reviews. Client Acquisition: Generate new business by building a strong local network and driving field activity. Cross-Selling: Promote multiple products (Mutual Funds, SIPs, Insurance, Equity, Demat) to maximize revenue. Branch Operations: Oversee smooth functioning of branch activities including audits, compliance, and customer experience. Marketing Initiatives: Plan and execute local promotional events, tie-ups, and investor meets. 2. Manager – Sales Experience: Minimum 3–5 years Core Responsibilities Sales Leadership: Lead a team or work individually to achieve high-value sales targets. Product Expertise: Strong knowledge of investment products and ability to pitch to clients. Client Management: Engage new and existing customers with tailored financial solutions. Support Team: Guide junior staff/Financial Consultants in closing leads and upskilling. Reporting: Maintain and present periodic sales reports to leadership. 3. Bank Relationship Officer Experience: 1–3 years in financial product sales Core Responsibilities: Bank Coordination: Work closely with partner bank branches to generate leads. Lead Conversion: Engage bank customers and convert them into active investors. Relationship Building: Gain trust of bank employees to boost referrals. Sales Targets: Consistently meet assigned targets via walk-ins, referrals, and upselling. 4. Executive – Business Support Experience: 0–2 years (Freshers welcome) Core Responsibilities: Documentation: Assist with form filling, KYC, and client onboarding. Customer Support: Handle queries, update clients on their application status. Data Entry: Maintain accurate digital records and reports. Sales Team Assistance: Help prepare investment proposals and marketing materials. 5. Relationship Manager – Dealer Experience: 0–3 years in stock trading Core Responsibilities Trade Execution: Manage client orders on platforms like NSE/BSE. Market Insights: Share real-time market updates and portfolio suggestions. Client Handling: Serve as a point-of-contact for investment clients, handling trading queries and issues. Sales + Dealing: Balance trade execution and up-selling investment products. 6. Financial Consultant – Sales Experience: 0–5 years Core Responsibilities: Client Prospecting: Identify new prospects via field visits, calls, and referrals. Product Sales: Sell a range of financial products – Mutual Funds, SIPs, Insurance, Equity, etc. Portfolio Management: Help clients build and track their investment plans. Client Retention: Provide regular follow-up and market updates to keep clients engaged. 7. Channel Sales Manager Experience: 2–5 years Core Responsibilities: Channel Development: Recruit and onboard new financial agents/partners. Partner Training: Educate them on products, compliance, and sales techniques. Performance Monitoring: Ensure channel partners meet monthly targets. Revenue Growth: Expand channel network to increase business volume. 8. Business Partner Experience: 5+ years in investment sales or independent advisory Core Responsibilities: Independent Business: Act as a franchise/associate of the company under your own name. Client Base: Use your network to build and serve a client portfolio. Revenue Sharing: Earn income through commissions/incentives with backend and branding support. Advisory Role: Offer Mutual Funds, Insurance, SIPs, PMS, and other investment options. How to Apply? Send your updated resume to: jackson.j@skillactz.com For inquiries, contact: Jackson J Sr. HR Executive Phone: +91 95443 16657 Email: jackson.j@skillactz.com Dont miss this opportunity to advance your career in the financial sector! Apply today! A leading Indian investment services company, Geojit has presence across India and in the Gulf Cooperation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients