Financial Sale Consultant/Wealth Advisor

4 weeks ago

Thrissur, India Trinity SkillWorks Private Limited Full time

Job descriptionDesignation – Financial Consultant / Wealth AdvisorWe 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 reportsRequirements· 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 successWhat We Offer· Salary: ₹21,000 – ₹45,000 per month + Incentives· Travel allowance, PF, Health Insurance & Career GrowthDr Jeena Jose C HR ExecutiveSkillActz – Trinity Skillworks Pvt. Ltd.📞 +91 95443 16657📧 jeena.jose@skillactz.com

  • Financial Sale Consultant/Wealth Advisor

    4 weeks ago

    Thrissur, India Trinity SkillWorks Private Limited Full time

    Job descriptionDesignation – 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 ·...

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    6 days ago

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