Wealth Management

7 days ago


Thrissur, Kerala, India Advenxa Pvt Full time ₹ 2,40,000 - ₹ 4,20,000 per year

Wealth Management - Sales

Locations: Thrissur – Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, Perumbavur

Qualifications:* Bachelor's degree (Mandatory)*

Experience:* Minimum 1 year in Sales/Marketing OR Freshers with Sales skills *

Salary:* ₹20,000 – ₹35,000 per month + Attractive Incentives*

Shift: 8:30 AM – 5:30 PM | Alternate Saturday off

Requirements:

  • Strong sales, negotiation, and client management skills.
  • Ability to work independently and in a team.
  • Good understanding of financial products and services.
  • Results-oriented and target-driven mindset.

Responsibilities:

  • Acquire new clients and expand business.
  • Cross-sell financial products and services.
  • Manage and maintain strong client relationships.
  • Conduct financial analysis to advise clients.
  • Achieve sales targets and deliver results.

Job Types: Permanent, Fresher

Pay: ₹20, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Are you comfortable visiting clients, understanding their financial needs, and working towards achieving sales targets?

Experience:

  • Sales/Marketing: 1 year (Preferred)

License/Certification:

  • Graduation (Required)

Location:

  • Thrissur, Kerala (Required)

Willingness to travel:

  • 75% (Required)


  • Thrissur, Kerala, India Trinity Skill Works Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Manage HNI client relationships* Provide financial advice on wealth & insurance products* Acquire new clients through networking & referrals* Develop investment strategies using NISM certificationProvident fundHealth insuranceSales incentivesTravel allowance


  • Thrissur, Kerala, India Stellar Capital Management Full time

    Company DescriptionAt Stellar ( we're building AI-powered wealth management for modern Indians.Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience...

  • Sales Manager

    5 days ago


    Thrissur, Kerala, India Dharmic Living Full time ₹ 24,00,000 per year

    Are you in Sales?Are you good at closing deals?Do you want to create real wealth for yourself?Looking to earn 2 Lakhs+ per month?Join a high-growth team in the real estate industryNow hiring dynamic sales professionals FOR THRISSURLimited openings

  • Relationship Manager

    2 weeks ago


    Thrissur, Kerala, India Yes Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job descriptionRelationship manager ( Working capital)Location :-ThrissurCore ResponsibilitiesAcquisition of New to Bank MSME relationships through the CRM and Knowledge Bankingapproach.Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shallhelp in meeting Min. 2 MSME Clients on daily basis.Build Asset Book by...


  • Thrissur, Kerala, India SkillActz Full time ₹ 5,04,000 - ₹ 5,40,000 per year

    Job Description – Financial Consultant / Wealth AdvisorWe are looking for dynamic and ambitious professionals to join our team asFinancial Consultants / Wealth Advisors. In this role, you will help clients achieve their financial goals through smart investment planning, relationship management, and advisory services.Key ResponsibilitiesAcquire new clients...


  • Thrissur, Kerala, India Bajaj Finserv. Full time

    Company Name:  Bajaj FinservAbout the Company: Founded in April 2007, Bajaj Finserv is the financial arm of the Bajaj group. We believe in a simple philosophy to never settle for good and go for great. This reflects in our extensive product portfolio that spans across 3 broad categories- lending, insurance and wealth advisory. With 24 products spread across...


  • Thrissur, Kerala, India Bajaj Finserv Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Company DescriptionBajaj Finserv, founded in April 2007, is the financial arm of the Bajaj group. We believe in striving for excellence and offer an extensive product portfolio across lending, insurance, and wealth advisory. As one of India's fastest growing and most diversified NBFCs, our footprint covers the entire country. With 24 products spread across...

  • Sales Team Lead

    1 week ago


    Thrissur, Kerala, India Paytm Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Team Lead - Sales - Offline Merchants QR - ThrissurAbout Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the...

  • Sales Team Lead

    1 day ago


    Thrissur, Kerala, India Paytm Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Team Lead - Sales - Offline Merchants QR - Thrissur About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the...


  • Thrissur, Kerala, India AML RightSource Full time

    About AML RightSourceWe are AML RightSource, the leading technology-enabled managed services firm focused on fighting financial crime for our clients and the world. Headquartered in Cleveland, Ohio, and operating across the globe, we are a trusted partner to our financial institution, FinTech, money service business, and corporate clients.Core Competencies &...