Wealth Advisor

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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