Financial Planning Specialist – Equity, MF
4 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.
-
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...
-
Financial Analyst Crypto
3 weeks ago
Thrissur, Kerala, India AML RightSource Full timeAbout AML RightSourceWe are AML RightSource, the leading technology-enabled managed services firm focused on fighting financial crime for our clients and the world. Headquartered in Cleveland, Ohio, and operating across the globe, we are a trusted partner to our financial institution, FinTech, money service business, and corporate clients.Core Competencies &...
-
Associate Financial Analyst
1 week ago
Thrissur, Kerala, India KALYAN SILKS TRICHUR Full time ₹ 2,40,000 - ₹ 3,20,000 per yearAbout the Role:We are looking for a detail-oriented and proactive Associate Financial Analyst to join our Finance team. The ideal candidate will bring strong analytical skills, hands-on expertise in Excel, and a solid foundation in financial planning and analysis. This role offers an opportunity to contribute directly to business decisions and growth...
-
Thrissur, Kerala, India MUFG Full timeAbout Us: Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,700 locations in more than 50 markets. The Group has over 180,000 employees and offers services including commercial banking, trust banking, securities, credit...
-
Research Intern
6 days ago
Thrissur, Kerala, India SECARA INTERNATIONAL PVT LTD Full time ₹ 2,00,000 - ₹ 6,00,000 per yearSecara Academy – Research Internship in Financial MarketsAt Secara Academy, we offer a Research Internship Program designed to equip students with practical knowledge, real-world exposure, and essential skills to build a strong foundation in financial markets and trading.Whether you're curious about the stock market, crypto, forex, or personal finance,...
-
Accountant
1 week ago
Thrissur, Kerala, India IAN Institute of Rehabilitation & Research Full time ₹ 4,00,000 - ₹ 8,00,000 per yearCompany DescriptionIAN Institute of Rehabilitation and Research is a multi-specialty hospital dedicated to the rehabilitation of differently-abled children. With over a decade of experience, the institute has a panel of expert doctors, therapists, and rehab specialists who provide comprehensive care in physical, mental, and neurological rehabilitation. The...
-
Private Credit Fund Accounting
3 weeks ago
Thrissur, Kerala, India CES Full timeGreetings from CESWe're currently looking for an Team Leader//AM//Manager/Senior Manager - Private Credit Funds Accounting and I think you could be a good fit. We are looking for 10+ years of overall experience, with a minimum of 6+ years of recent experience in private credit funds. Its a reviewer and team handling role. I'd like to tell you a little more...
-
Hiring 5 google ads account partners
4 weeks ago
Thrissur, Kerala, India Blink Digital D Full timeWe are expanding our performance marketing team and looking for 5 experienced professionals to join us as trusted partners in managing Google Ads accounts.???? What we are looking for:Proven track record in Google Ads campaign managementPrevious experience at leading digital agencies (global or regional)Strong ability to handle large advertising budgets with...
-
Thrissur, Kerala, India Epsilon Technologies Group Full timeCompany DescriptionEpsilon Technologies Group (Epsilon) is a specialist capital markets technology solutions and services firm helping financial institutions modernize their platforms, risk management, and operations. We're expanding our capabilities in Artificial Intelligence and Machine Learning to enhance our products, improve internal productivity, and...
-
Chief Human Resource Officer
1 week ago
Thrissur, Kerala, India STUDY MEDIC Full time ₹ 12,00,000 - ₹ 15,00,000 per yearCHRO will be responsible for the overall strategic direction and operational effectiveness of the HR function. This includes developing and implementing HR policies, procedures, and programs that support the organization's business goals. The role demands a proactive, results-oriented approach and a deep understanding of employment law and best practice.The...