Financial Consultant – Wealth
7 days ago
Job Title:
Financial Consultant – Wealth & Investment Advisory
Location:
Across Tamil Nadu Madurai
Employment Type:
Full-time | On-site
Experience:
1–2 years (Minimum 6 months BFSI experience preferred)
Qualification:
Any Graduate (Finance background preferred) MBA Marketing
Salary Range:
₹2.5 LPA – ₹4 LPA + Attractive Incentives
About the Role
We're looking for dynamic and motivated individuals to join our team as
Wealth Advisors
.
If you have a passion for finance and enjoy interacting with clients, this is a great opportunity to build your career in
wealth management, mutual funds, and financial advisory
with one of India's most reputed financial service organizations.
Key Responsibilities
Acquire new clients through calls, referrals, and meetings
Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, and Bonds
Maintain strong client relationships and ensure customer satisfaction
Share investment insights and market updates regularly
Support branch promotions and help achieve monthly sales targets
-Maintain accurate client records and daily sales reports
Who Can Apply
- Graduate from any discipline (Finance/Commerce preferred)
- Minimum 6 months of BFSI experience preferred
(Mutual Funds, Banking, Insurance, etc.) - Excellent communication & interpersonal skills
- Freshers with strong interest in finance may also apply
Preferred Certifications
Financial Advisory Module (Compulsory)
Mutual Fund Distribution
Security Operations & Risk Management (Compulsory)
Benefits
Fixed salary + Attractive incentives
Training and certification support provided
Fast-track growth in investment advisory and wealth management
Exposure to leading financial products and clients
To Apply:
Send your resume to
Saranya D – HR Executive Recruiter, SkillActz
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