Financial Consultant

5 hours ago


Thiruvananthapuram, Kerala, India Trinity SkillWorks Private Limited Full time ₹ 2,52,000 - ₹ 5,40,000 per year

Job Title: Financial Consultant / Wealth Advisor

Location: Multiple branches across Kerala

About the Role:

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, referrals, and meetings
  • Promote and advise on Equity, Mutual Funds, SIPs, Insurance, PMS & Bonds
  • Provide market insights, research reports, and IPO/NFO updates
  • Cross-sell financial products and ensure high client satisfaction
  • Maintain regular client engagement to 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 certification preferred)
  • 1+ year experience in financial services / sales (
    freshers with strong communication skills may also apply
    )
  • Excellent communication and relationship-building skills
  • Passion for financial markets and client success

Salary & Benefits:

  • Salary: ₹21,000 – ₹45,000 per month + Incentives
  • Travel Allowance
  • Provident Fund (PF)
  • Health Insurance
  • Career growth opportunities

Work Locations (Kerala):

Contact for Queries / Apply:

Jackson J – Senior Executive, Human Resources

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