Financial Sale Consultant/Wealth Advisor

2 weeks ago


New Delhi, India Trinity SkillWorks Private Limited Full time

Job description Designation – 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 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 GrowthDr Jeena Jose C HR Executive SkillActz – Trinity Skillworks Pvt. Ltd. +91 95443 16657 jeena.jose@skillactz.com


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