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Financial Sales Consultant

1 month ago

Alappuzha, India SkillActz Full time

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.