Wealth Advisor

5 days ago

Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 25,00,000 - ₹ 40,00,000 per year

Job Title:
Wealth Advisor / Financial Consultant

Location:
Chennai, Tamil Nadu

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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