About This Role
"Job Description
Multiple Openings | Financial Services | Tamil Nadu
Job Title: Branch Manager / BDM / Equity Dealer / BSE / Financial Consultant
Industry: Financial Services / Stock Broking / Wealth Management / Investment Services
Employment Type: Full-time
Qualification: Graduation
Experience: 1+ year relevant experience preferred; experience requirement varies by role.
Job Locations
BDM / Branch Manager: Mettupalayam, Tiruchengode, Trichy, Devakottai, Kumbakonam, Erode, Tuticorin
Equity Dealer: Tiruppur, Palladam, Madurai – Koodal Nagar
BSE: Mettupalayam, Pollachi, Palani, Tuticorin, Mayiladuthurai, Dindigul, Perambalur, Namakkal, Salem
Financial Consultant: Mettupalayam, Chidambaram, Karur, Namakkal
Job Description
We are hiring experienced and target-driven professionals for multiple openings with a leading Financial Services / Stock Broking organization across Tamil Nadu.
Candidates with experience in Stock Broking, Banking, Mutual Funds, Insurance, Wealth Management, Financial Product Sales, Client Acquisition, Relationship Management, Business Development, or Branch Operations are encouraged to apply.
Financial Consultant – Responsibilities
Acquire new clients through cold calling, appointments, references and meetings.
Promote Mutual Funds, SIPs, Insurance, Equity, Currency, PMS, Bonds and other investment products.
Cross-sell financial products to existing clients.
Maintain regular client relationships and follow-ups.
Provide after-sales support and support customer retention.
Contribute to branch AUM growth.
Achieve individual and branch sales targets.
Preferred: Minimum 1 year relevant experience; NISM Series V preferred.
Equity Dealer – Responsibilities
Execute client orders accurately on stock trading terminals.
Update clients regarding their trading positions.
Provide timely trade confirmations.
Resolve trading-related customer queries.
Increase trading volumes and dealing revenue.
Activate inactive customers.
Cross-sell other financial products.
Maintain regular client relationships.
Required: Minimum 1 year relevant experience with NISM Series VIII certification.
Branch Manager / BDM / BSE
Candidates should have relevant exposure to:
Business development and client acquisition
Revenue and sales target achievement
Financial-product sales and cross-selling
Customer relationship management
Local market development
Branch operations and team handling, where applicable
Key Skills
Financial Services, Stock Broking, Mutual Funds, SIP, Insurance Sales, Equity Trading, Financial Product Sales, Client Acquisition, Relationship Management, Business Development, Lead Generation, Cross Selling, Revenue Generation, Customer Retention, Branch Operations, Portfolio Management, Trading Terminal, Order Execution, Wealth Management, Investment Advisory, Sales Target Achievement.
Certifications
Financial Consultant: NISM Series V / V-A preferred
Equity Dealer: NISM Series VIII required
Insurance exposure: IRDAI certification is an added advantage
Candidate Details Required
Name | Position Applied | Preferred Location | Total Experience | Relevant Experience | Current Company | Current CTC | Expected CTC | Notice Period | NISM / IRDAI Certification
Contact
Jackson J
Assistant Manager – HR
Trinity Skillwork Pvt. Ltd.
[HIDDEN TEXT]
+91 95443 16657"