Wealth Advisor

24 hours ago

Palakkad, Kerala, India Trinity SkillWorks Private Limited Full time ₹ 2,52,000 - ₹ 5,40,000 per year

About the Role
We're looking for dynamic and ambitious professionals to join our team as Financial Consultants / Wealth Advisors in Palakkad. In this role, you'll 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 :
₹21,000 – ₹45,000 per month + Incentives

Travel Allowance

Provident Fund (PF)

Health Insurance

Career Growth Opportunities


Location: Palakkad, Kerala
Apply / Contact:
Jackson J – Senior Executive, Human Resources


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