Financial Sale Consultant/Wealth Advisor
4 weeks ago
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 · 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.
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Financial Sale Consultant/Wealth Advisor
4 weeks ago
Thrissur, India Trinity SkillWorks Private Limited Full timeJob 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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Financial Consultant/Wealth Advisor
6 days ago
Thrissur, Kerala, India Trinity SkillWorks Private Limited Full timeJob 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·...
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Financial Sale Consultant/Wealth Advisor
4 weeks ago
Thrissur, India Trinity SkillWorks Private Limited Full timeJob 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·...
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Financial Planning Specialist – Equity, MF
2 weeks ago
Thrissur, Kerala, India SkillActz Full time ₹ 2,70,000 - ₹ 5,40,000 per yearJob Description – 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 ResponsibilitiesAcquire new clients...
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Investment Sales Advisor-(NBFC)
4 days ago
Thrissur, Kerala, India Advenxa Pvt Full time ₹ 24,00,000 - ₹ 36,00,00,000 per yearInvestment Sales Advisor-(NBFC)Location :Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, PerumbavurExperience: Fresher / Minimum 1 year of experience in sales, marketing, or bankingQualifications: Bachelor's degree is mandatory.Salary: ₹20, ₹30,000.00 per month + IncentivesShift:...
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Financial Service Consultant
10 hours ago
Thrissur R S, Thrissur, Kerala, India HRQUADRANT Full time ₹ 2,00,000 - ₹ 3,50,000 per yearFinancial Service Consultant – Banca ChannelLocation: KeralaCompany: A Leading Life Insurance CompanyOverview:We're seeking dynamic Financial Service Consultants to work with our banking partners and provide tailored life insurance solutions to customers. You'll build strong client relationships, offer expert financial advice, and drive sales growth...
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Financial Service Consultant
7 days ago
thrissur r s, India HRQUADRANT Full timeFinancial Service Consultant – Banca ChannelLocation: KeralaCompany: A Leading Life Insurance CompanyOverview:We're seeking dynamic Financial Service Consultants to work with our banking partners and provide tailored life insurance solutions to customers. You'll build strong client relationships, offer expert financial advice, and drive sales growth...
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Thrissur, India Roslis Retail Private Limited Full timeFashion Advisor (Business Development Executive)Company: ROSLIS RETAIL PRIVATE LIMITEDLocation: Thrissur, Kerala, India1SummaryWe're looking for a highly motivated and stylish Fashion Advisor/Business Development Executive (BDE) to join our team in Thrissur. This role is a perfect blend of sales and customer relationship management, focusing on expanding our...
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NRI Client Associate
2 weeks ago
Thrissur, Kerala, India Advenxa Pvt Full time ₹ 35,00,000 - ₹ 45,00,000 per yearNRI Client AssociateLocations: Palakkad, Malappuram, Thrisssur, Calicut, ErnakulamExperience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30, ,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the RoleAs a Financial Consultant – NRI...
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Relationship Wealth Manager
6 days ago
Kochi, Thiruvananthapuram, Thrissur, India Muthoot FinCorp (MFL) Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCollaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.Portfolio ManagementManage clients' investment portfolios by...
