Job Description – 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
· Graduate (NISM-5 preferred)
· 1+ year experience in financial services / sales (freshers with strong communication may also apply)
· Good communication & relationship-building skills
· Passion for financial markets and customer success
What We Offer
· Salary: 21,000 – 45,000 per month + Incentives
· Travel allowance, PF, Health Insurance & Career Growth
Dr Jeena Jose C
HR Executive
SkillActz – Trinity Skillworks Pvt. Ltd.
+91 9188939806
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Financial Consultant/Wealth Advisor • Thrissur, India
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