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Financial Sales Consultant/ Wealth Advisor
2 weeks ago
Hiring: Financial Consultant / Wealth Advisor
Location:
Tamil Nadu (as applicable)
Role Overview
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
investment planning, advisory services, and relationship management
.
Key Responsibilities
- Acquire new clients through calls, referrals, and in-person/virtual meetings
- Promote and advise clients on:
- Equity
- Mutual Funds & SIPs
- Insurance
- PMS & Bonds
- Share market insights, research reports, IPO & NFO updates
- Cross-sell financial products and ensure high client satisfaction
- Maintain strong client relationships to ensure long-term retention
- Achieve branch AUM growth and assigned sales targets
- Support promotional campaigns and assist in lead closures
- Prepare and submit daily sales and activity reports
Eligibility & Requirements
- Graduate from any discipline (Finance / Commerce preferred)
- Minimum
6 months – 1 year of BFSI experience
preferred - (Mutual Funds, Banking, Insurance, Equity Sales, etc.)
- Freshers with strong communication skills and interest in finance are welcome
- Excellent communication, negotiation, and relationship-building skills
- Passion for financial markets and client advisory
Preferred Certifications
- Financial Advisory Module
(Compulsory) - Mutual Fund Distribution
- Securities Operations & Risk Management
(Compulsory) - NISM Series V-A preferred
Salary & Benefits
- Salary:
₹21,000 – ₹45,000 per month - Attractive
Performance Incentives - Travel Allowance
- Provident Fund (PF)
- Health Insurance
- Clear
career growth & learning opportunities
in wealth management
How to Apply
Send your updated resume to:
Saranya D
– HR Executive Recruiter, SkillActz