Financial Sale Consultant/Wealth Advisor
4 days ago
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 CHR ExecutiveSkillActz – Trinity Skillworks Pvt. Ltd.+
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Financial Sale Consultant/Wealth Advisor
4 days 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 Sale Consultant/Wealth Advisor
3 days 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
4 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 days 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 Advisor Wealth
6 days ago
Thrissur, Kerala, India Trinity Skill Works Full time ₹ 8,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage HNI client relationships* Provide financial advice on wealth & insurance products* Acquire new clients through networking & referrals* Develop investment strategies using NISM certificationProvident fundHealth insuranceSales incentivesTravel allowance
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Financial Planning Specialist – Equity, MF
1 week 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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Financial Planning Specialist – Equity, MF
4 days ago
Thrissur, Kerala, India SkillActz Full time ₹ 5,04,000 - ₹ 5,40,000 per yearJob Description – Financial Consultant / Wealth AdvisorWe are looking for dynamic and ambitious professionals to join our team asFinancial 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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Financial Consultant
6 days ago
Thrissur, Kerala, India Trinity SkillWorks Private Limited Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearFinancial Consultant|**Leading Financial Services Company Full-time | Location: Thrissur**We are hiring Financial Consultants/Advisors to join a leading financial services company.Key Responsibilities :Prospect and onboard new clients through cold-calling, appointments, and referralsExplain company products & services to clients and prospectsPromote...
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Wealth Management
6 days ago
Thrissur, Kerala, India Advenxa Pvt Full time ₹ 2,40,000 - ₹ 4,20,000 per yearWealth Management - SalesLocations: Thrissur – Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, PerumbavurQualifications:* Bachelor's degree (Mandatory)*Experience:* Minimum 1 year in Sales/Marketing OR Freshers with Sales skills *Salary:* ₹20,000 – ₹35,000 per month + Attractive...
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Study Abroad Advisor
2 weeks ago
Thrissur, Kerala, India Microtec Educational Services Full time ₹ 6,00,000 - ₹ 8,00,000 per yearCompany DescriptionMicrotec Educational Services is dedicated to empowering students as they take their first steps toward promising careers. Our mission is to provide comprehensive support, personalized career guidance, and the resources necessary to help each student achieve their full potential. Through tailored mentorship and expert insights, we ensure...
