Financial Sale Consultant / Wealth Advisor

Job description

Designation – Financial Consultant / Wealth Advisor

We are looking for dynamic and ambitious professionals to join our team as Financial Consultants / Wealth Advisors. In this role, you will help clients achieve their financial goals through smart investment planning, relationship management, and advisory services.

Key Responsibilities

• Acquire new clients through calls, references, and meetings
• Promote and advise on Equity, Mutual Funds, SIPs, Insurance, PMS & Bonds
• Provide market insights, research reports, IPO & NFO updates to clients
• Cross-sell financial products and ensure client satisfaction
• Maintain regular client engagement and ensure retention
• Achieve branch AUM growth and sales targets
• Support promotional activities and assist in closing leads
• Prepare and share daily sales reports

Requirements

What We Offer

Dr Jeena Jose C

HR Executive

SkillActz – Trinity Skillworks Pvt. Ltd.