Financial Consultant/ Wealth Advisor

1 week ago


Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 2,52,000 - ₹ 5,40,000 per year

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


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