Financial Consultant | Wealth Management | Equity, Mutual Funds & Insurance

Financial Consultant | Wealth Management | Equity, Mutual Funds & Insurance

Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and Currency Trading

Role: Financial Consultant / Financial Advisor

Locations Hiring: Aluva, Angamaly ,Chalakudy , Kalady ,Irinjalakuda ,Wadakanchery ,Thrissur – Round North, Thrissur – Round South ,Thrissur – Kokkala ,Kunnamkulam Chentrappinni

Experience:

Education:

Compensation:

Key Responsibilities

• Acquire and onboard new clients via cold calls, references, and in-person meetings.
• Present and explain a wide range of financial products (Equity, Mutual Funds, Insurance, SIPs, PMS, Bonds).
• Provide

  market insights, research reports, and IPO/NFO updates

  to clients.
• Build strong client relationships and cross-sell financial solutions.
• Meet sales & revenue targets while contributing to

  branch AUM growth

  .
• Support promotional campaigns and assist teammates in closing leads.

What We’re Looking For

✔ Graduate degree (mandatory)

✔ 1+ years of sales experience (preferably in BFSI / Financial Services)

✔ NISM-5 certification (preferred, not mandatory)

✔ Strong communication & interpersonal skills

✔ Target-driven mindset with passion for wealth management

✔ Willingness to travel for client acquisition & meetings

Why Join Us?

-Attractive incentives & performance-linked growth

-Opportunity to build a long-term career in Wealth & Investment Advisory

leading financial services brand in India

-Training & industry certifications for continuous learning

How to Apply

jackson.j@skillactz.com

+91 95443 16657

🔗 Or Apply directly via LinkedIn

#FinancialConsultant #WealthManagement #Equity #MutualFunds #Insurance #SalesJobs #BFSI #CareerGrowth #ThrissurJobs #KeralaJobs