Financial Planning Specialist – Equity, MF
5 days ago
Job Description – 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
Work Locations (Kerala):
- Aluva
- Angamaly
- Chalakudy
- Kalady
- Irinjalakuda
- Wadakanchery
- Thrissur – Round North
- Thrissur – Round South
- Thrissur – Kokkala
- Kunnamkulam
- Chentrapinni
Contact for Queries
Jackson J
Senior Executive – Human Resources
SkillActz – Trinity Skillworks Pvt. Ltd.
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