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Financial Sales Consultant/ Wealth Advisor

2 weeks ago


Coimbatore, Tamil Nadu, India Trinity SkillWorks Private Limited Full time

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