Financial Consultant/Wealth Advisor

SkillActz; Thrissur; On-site; INR 300,000 - 520,000; Full time

Benefits offered by this job

Travel allowance

Health Insurance

Career Growth

Career growth

Job summary

A financial services company based in Thrissur, Kerala, is seeking dynamic Financial Consultants / Wealth Advisors to help clients achieve their financial goals through advisory services and smart investment planning. Ideal candidates have at least 1 year of experience in financial services or sales. The role offers opportunities for career growth and includes benefits like travel allowance and health insurance. Apply now to be part of a motivated team focused on client success.

Qualifications

• 1+ years of experience in financial services or sales.
• Passion for financial markets and customer success.

Responsibilities

• Acquire new clients through calls, references, and meetings.
• Promote and advise on financial products.
• Provide market insights and research reports.
• Maintain regular client engagement and ensure retention.
• Maintain regular client engagement and ensure retention.
• Achieve branch AUM growth and sales targets.
• Support promotional activities and assist in closing leads.
• Prepare and share daily sales reports.

Skills

Strong communication skills

Client relationship management

Investment advisory

Financial markets

Job description

Job Description – Financial Consultant / Wealth Advisor

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, references, and meetings
• Promote and advise on Equity, Mutual Funds, SIPs, Insurance, PMS & Bonds
• Provide market insights, research reports, IPO & NFO updates to clients
• Cross-sell financial products and ensure client satisfaction
• Maintain regular client engagement and ensure retention
• Achieve branch AUM growth and sales targets
• Support promotional activities and assist in closing leads
• Prepare and share daily sales reports

Requirements

• 1+ year experience in financial services / sales (freshers with strong communication may also apply)
• Passion for financial markets and customer success

What We Offer

• Travel allowance, PF, Health Insurance & Career Growth

Dr Jeena Jose C
HR Executive
SkillActz – Trinity Skillworks Pvt. Ltd.