Financial Consultant
1 day ago
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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