Financial Planning Specialist – Equity, MF

5 days ago


Thrissur, Kerala, India SkillActz Full time ₹ 5,04,000 - ₹ 5,40,000 per year

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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