Sales Consultant- BFSI

Thodupuzha, Kerala, India
May 17, 2025
280000 - 320000 / year
Application ends: July 31, 2025
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Job Description

Job Roll: On roll

Channel: Agency

Job Summary:

A Sales Consultant in the BFSI sector is responsible for identifying customer needs and offering suitable financial products such as loans, insurance, credit cards, investment plans, or banking solutions. The role involves engaging with clients, providing expert advice, closing sales, and ensuring compliance with regulatory standards.

Roles and Responsibilities:

  • Identify and approach potential customers through various channels like walk-ins, leads, referrals, calls and visits.
  • Build strong client relationships to understand financial goals and requirements.
  • Conduct needs analysis and recommend appropriate BFSI products.
  • Assist customers with documentation, applications, and post-sale queries.
  • Ensure smooth onboarding and address service issues or policy clarifications.
  • Maintain high levels of customer satisfaction and encourage repeat business.

Eligibility Criteria: 

  • Minimum 1 year of experience in sales required.
  • Minimum qualification required is completion of graduation.
  • Required all semester marksheets.
  • Required all previously employed company experience certificate (Mandatory for experienced person)
  • Preferred local candidate.

Key Skills Required:

  • Sales & Negotiation Skills
  • Customer-Centric Approach
  • Communication Skills
  • Time Management
  • Analytical Thinking
  • Market Knowledge

To apply and Share resume:
Meenaakshi P | 93136 53024 | meenaakshi.p@tekpillar.com

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