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

Financial Consultants / Wealth Advisors

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

·      Graduate (NISM-5 preferred)

·      1+ year experience in financial services / sales (freshers with strong communication may also apply)

·      Good communication & relationship-building skills

·      Passion for financial markets and customer success

What We Offer

·      Salary: ₹21,000 – ₹45,000 per month + Incentives

·      Travel allowance, PF, Health Insurance & Career Growth

Work Locations (Kerala):

·      KANHANGAD BRANCH

·      THAMARASSERI

·      KUTHUPARAMBU

·      KOYILANDY BRANCH

·      THALIPARAMBU BRANCH

·      KANNUR

·      CALICUT

·      KOZHIKODE

·      KASARAGOD

·      KANNUR - FORTLIGHT

·      TALASSERRY

·      PAYYANNUR BRANCH

·      R8-RO – KANNUR

Contact for Queries

Jackson J

Senior Executive – Human Resources

SkillActz – Trinity Skillworks Pvt. Ltd.

📞 +91 95443 16657

📧 jackson.j@skillactz.com