We’re Hiring! | Associate / Senior Associate – Transaction Processing Location: Kochi (Work from Office) Company: Leading ITeS/ BPO Company (Hiring via SkillActz) Are you experienced in Insurance Claims / Leave or Disability Management ? Ready to step into a high-quality, fast-paced global ITES environment? 👇 Check out the details: 🧩 Job Title: Associate / Senior Associate – Transaction Processing 📅 Experience: 6 months – 2 years 💼 CTC Range: L1: ₹2.65 – ₹4.5 LPA L2: ₹4.5 – ₹6 LPA 🕐 Shifts: Rotational (Mostly Night Shifts) 📆 Notice Period: Immediate Joiners / Max 15–20 Days Only Responsibilities: ✅ Timely transaction processing via workflow tools ✅ Maintain accuracy & adherence to process benchmarks ✅ Escalate unresolved cases to SME/Manager ✅ Keep process documentation up to date ✅ Adhere to login/logout schedules ✅ Take only pre-approved leaves 🎓 Eligibility: Education: Any Graduate (No B.Tech) Domain Experience in: Health / Life / Disability Claims Leave / Absence Management Skills Required: Strong written English communication Attention to detail & accuracy Working knowledge of MS Excel, Outlook, Chrome/Browser tools Why Join Us? - Join a Global ITeS Brand -Structured Career Growth Path - Work on International Insurance Processes - Shift Allowance + Performance-Based Pay 📩 Interested? Apply Now! 🔗 Apply Online SkillActz | Fresher Hiring https://www.skillactz.com/my/jobs?id=983 📧 Send Resume: jackson.j@skillactz.com 📱 WhatsApp: 9544316657 #TransactionProcessing #ClaimsJobs #ITeSCareers #BPOJobs #KochiJobs #InsuranceClaims #NonVoiceProcess #HiringNow #SkillActz #CareerOpportunity #ImmediateJoiners
Company Description We are a leading and trusted financial services organization with a strong presence across India and the Gulf, serving over 1 million clients with a client-first approach. Backed by over 38 years of experience , we offer a wide range of investment solutions including Mutual Funds, Equity, Insurance, Portfolio Management Services (PMS), and Smartfolios . Our strength lies in combining deep market insights with cutting-edge digital platforms to deliver seamless, ethical, and personalized financial advisory services. We operate through a wide branch network and are driven by a vision to empower clients to achieve financial independence. Role Description As a Financial Consultant – NRI , your primary responsibility will be to acquire and manage Non-Resident Indian (NRI) clients by offering them personalized investment advice. You will promote a range of financial products such as Mutual Funds, Equity, PMS, and Insurance tailored to their goals and risk profile. The role involves field-based client acquisition, portfolio management, consistent client engagement, and cross-selling of third-party products—without any mis-selling. You’ll be responsible for building strong, long-term relationships while contributing to the company’s asset and revenue growth. Expand the NRI client base through various channels such as PIS partner banks, client referrals, cold calling, exchange houses, and lead generation. Promote and advise on a wide range of financial products tailored to NRIs, including: Mutual Funds Insurance Equity & Debt Instruments Portfolio Management Services (PMS) Smartfolios and future product offerings Drive cross-selling and up-selling of third-party financial products while ensuring ethical sales practices and avoiding mis-selling. Grow and maintain Assets Under Management (AUM) of acquired clients. Maintain regular contact with clients through phone calls and face-to-face meetings to build long-term trust. Educate prospective clients on the company’s services, investment offerings, and market value. Update clients with timely market intelligence such as equity research, NFOs, IPOs, and mutual fund opportunities. Support clients in completing investment applications and ensure all documentation is processed accurately. Provide excellent after-sales service , manage follow-ups, and ensure client satisfaction and retention. Report client acquisition activities to supervisors and maintain accurate entries in CRM/back-office systems. Financial Planning, Retirement Planning, and Investments skills Finance and Analytical Skills Strong communication and interpersonal skills Ability to work independently and manage multiple clients Experience with financial software and tools is a plus Bachelor's degree in Finance, Economics, or a related field Education : Bachelor’s Degree in any discipline from a recognized university (mandatory) Experience : 0–2 years of experience in financial services, banking, wealth management, or sales Freshers with strong communication skills and a keen interest in financial markets are welcome Skills & Competencies : Excellent verbal and written communication skills in English and local language (Malayalam preferred) Understanding of financial products such as Mutual Funds, Equity, Insurance, PMS, etc. Strong interpersonal, relationship-building, and client engagement skills Ability to travel and work in a target-oriented, field-based environment Proficient in using CRM or client management tools Certifications : Willingness to obtain mandatory certifications (e.g., NISM) as per industry standards
About the job Company Description A leading Business Process Transformation company that provides customer support & other IT-enabled services to businesses across a broad range of industries -including Banking & Financial Services, Insurance, Healthcare, Retail, Telecommunications, 1edia & Entertainment, Technology, Travel, Hospitality, and Logistics. Position: Associate Customer Support ( Voice Process ) Job Description Support customers via phone, chat, and email for technical and service-related queries. Troubleshoot basic installation, configuration, and usage issues across devices. Handle renewals, refunds, and general service requests. Escalate complex cases and ensure proper documentation and follow-up. Share customer feedback with internal teams and stay updated on products and processes. Location :Kochi Salary:- ₹2.68 LPA to ₹3.4 LPA (for freshers and candidates with L1 experience) Qualification Minimum education: Any graduate Skills Required Excellent communication skills (Berlitz B2 Quality or equivalent) Basic technical troubleshooting knowledge Customer service orientation Eligibility Criteria Freshers and candidates with up to 1 year (L1) of experience are eligible Willingness to work from office Flexibility to work night shifts and rotational schedules Email Id : jeena.jose@skillactz.com Apply - https://www.skillactz.com/my/jobs?id=1005 Send your updated resume to jeena.jose@skillactz.com 📱WhatsApp for Quick Connect: +91 95443 16657
Senses Electronics Private Limited is looking for Business Development Executives Position: Business Development Executive Location: Ernakulam, Kollam, Trivandrum, Thrissur, Palakkad, Salem, Chennai, Coimbatore, Trichy Qualification: Any Graduate Experience: 2 to 5 years (Freshers can apply) CTC: ₹3 LPA to ₹6 LPA + Full Travel Allowance Claim Skills Required: • Sales & negotiation skills • Good communication & presentation • Relationship building • Market awareness & networking • Willingness to travel & relocate Job Description: • Meet decision-makers at schools & colleges • Conduct demos & product presentations • Follow up & support sales discussions • Identify opportunities & build relationships • Assist in negotiations & contracts • Travel as needed within the region 📩 How to Apply: Send your updated resume to jeena.jose@skillactz.com Or Apply Now: https://www.skillactz.com/my/jobs?id=1042 Subject: Application for Business Development Executive (Location) Please include: Full Name Contact Information Total & Relevant Experience Current & Expected CTC Notice Period Willingness to Relocate (if applicable) 📱 WhatsApp for Quick Connect: +91 95443 16657 💬 Share this post with someone who’s looking for a job! 💼
📢 Financial Consultant - We're Hiring for a Leading Financial Services Company ! 💼 Position : Financial Sales Consultant 🔸 CTC – 2.04 - 4 LPA + attractive incentives 🔸 Location– Across Kerala 🔸 Qualification- Any graduate ( No B.Tech /M.Tech graduates) 🔸 Skills required - Good communication skills - Knowledge about stock market - Analytical skills - Passion for sales 🔸 Eligibility - Okay with field sales - Willingness to travel as and when required - Freshers and experienced candidates can apply 🌟 This is a great opportunity for recent graduates who are looking to gain hands-on experience in a dynamic work environment. 🔸 Apply - https://www.skillactz.com/my/jobs?id=939 Send your updated resume to jeena.jose@skillactz.com 📱WhatsApp for Quick Connect: +91 95443 16657 📨 Know someone who’s looking for an opportunity? Tag them or share this post!
Position Associate Customer Support Job Description Support customers via phone, chat, and email for technical and service-related queries. Troubleshoot basic installation, configuration, and usage issues across devices. Handle renewals, refunds, and general service requests. Escalate complex cases and ensure proper documentation and follow-up. Share customer feedback with internal teams and stay updated on products and processes. Salary 2.68 LPA Location Kochi Qualification Any graduate Skills required Excellent communication skills (Berlitz B2 Quality or equivalent) Basic technical troubleshooting knowledge Customer service orientation Eligibility Freshers and candidates with up to 1 year (L1) of experience are eligible Willingness to work from office Flexibility to work night shifts and rotational schedules 📩 How to Apply: Send your updated resume to 👉 jovviya.kappan@skillactz.com Or apply online: https://www.skillactz.com/my/jobs?id=1005 📱 WhatsApp for Quick Connect: +91 95443 16657
We’re Hiring – Senior Associate (Trans-Processing – L2) Location: Kochi – Kakkanad (Work from Office) Role Level: L2 Salary: $.26 LPA to ₹6 LPA Max (based on last drawn salary & experience) Shift: Rotational (Mostly Night Shift) About the Role: We are looking for experienced professionals to join our US Mortgage Underwriting – Post Closing process. The ideal candidate will have a sharp eye for detail, excellent communication skills, and solid mortgage documentation knowledge. Key Responsibilities: Attend and complete required trainings (new hire, refresher, updates, remedial). Review mortgage documents and follow process steps as defined by the client. Ensure adherence to investor guidelines and client overlays. Perform basic mortgage-related calculations. Update information in LOS (Loan Origination System). Communicate with clients when additional documents are required. Meet document review timelines and aim for continuous improvement. Adhere to schedules and operational requirements. Collaborate with support staff and follow the two-to-say-“No” policy. Participate in performance improvement initiatives (individual & program level). Maintain quality standards and attend coaching sessions to improve performance. Requirements: 1–3 years of prior US Mortgage Underwriting experience (preferred). Post-closing mortgage experience is a must. Knowledge of credit, income, asset, and property document review. Good knowledge of mortgage-related document requirements. Excellent verbal (oratory) and written communication skills in English. Basic familiarity with Windows operating systems. Strong analytical and problem-solving skills. Education: UG degree mandatory (B.Tech not eligible). Immediate joiners preferred. Apply Now: Send your CV to jackson.j@skillactz.com or call +91 95443 16657 #Hiring #KochiJobs #MortgageUnderwriting #USMortgage #L2Jobs #BPOJobs #FinancialServicesJobs #ImmediateJoiners
As a Senior Associate (Trans-Processing L2) at our office located in Kochi Kakkanad, you will be part of our US Mortgage Underwriting Post Closing process team. We are seeking individuals with extensive experience in US Mortgage Underwriting, particularly in post-closing processes. The ideal candidate will possess a keen attention to detail, effective communication skills, and a strong understanding of mortgage documentation. Your primary responsibilities will include attending and completing various training sessions, reviewing mortgage documents in accordance with client-defined processes, ensuring compliance with investor guidelines and client overlays, performing basic mortgage calculations, updating information in the Loan Origination System, communicating with clients for additional document requirements, and meeting document review timelines while striving for continuous improvement. It is essential to adhere to schedules, collaborate with support staff, and actively participate in performance improvement initiatives at both individual and program levels. To excel in this role, you must have at least 3 years of prior US Mortgage Underwriting experience, with post-closing mortgage experience being mandatory. A thorough knowledge of credit, income, asset, and property document review, familiarity with mortgage-related document requirements, and proficiency in English communication (both verbal and written) are crucial. Basic computer skills, particularly with Windows operating systems, strong analytical abilities, and problem-solving skills are also required. A UG degree is mandatory for this position (B.Tech candidates are not eligible), and immediate joiners are preferred. If you meet the requirements and are interested in this opportunity, please send your CV to jackson.j@skillactz.com or contact +91 95443 16657 to apply. Join us in this challenging yet rewarding role in the field of US Mortgage Underwriting and contribute to our team's success.,
Job Title: Financial Consultant – Sales Job Type: Full-time | Onsite | Sales Profile About the Role We are seeking dynamic and target-driven Financial Consultants to join our team. This role involves selling a wide range of financial products, including Mutual Funds, Equity, PMS, Bonds, and Currency. You will be responsible for client acquisition, relationship management, and achieving sales targets. Key Responsibilities Acquire new clients through calls, meetings, and referrals Promote Health Insurance, Life Insurance, Mutual Funds, SIPs, PMS, Bonds, Equity, and Currency Cross-sell products to existing clients and ensure retention Educate customers on product benefits, coverage, and claims Share market updates, IPO/NFO details, and research reports Prepare and submit daily sales reports Contribute to branch AUM growth and support promotional activities Requirements Graduate (NISM Series V-A preferred) Minimum 1 year of sales experience in financial services or insurance Strong communication, negotiation, and interpersonal skills Willingness to travel locally for client meetings Target-driven mindset and professional grooming Notice period: Immediate to 30 days Benefits Attractive fixed salary + performance incentives Career growth opportunities Training and development in financial and insurance products Locations – Thrissur Region: Perumbavur | Irinjalakuda | Mala | Kodungallur | Guruvayur | Wadakanchery | Thrissur – Punkunnam | Thrissur – Round North | Thrissur – Round South 📩 Apply now: Send your CV to jackson.j@skillactz.com or Call/WhatsApp 9544316657
Sales Manager (MA Sales) Location: Kerala -About the Role We are looking for a Sales Manager to lead client acquisition and sales growth in the financial services sector. The role involves team management, HNI client acquisition, cross-selling financial products, and ensuring branch profitability. This is an excellent opportunity for professionals from Banking, Insurance, NBFCs, Broking, and Wealth Management backgrounds. Key Responsibilities -Lead, motivate, and guide a team of Financial Consultants & Sr. Financial Consultants. -Acquire and manage HNI and retail clients. -Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, Bonds, and Equity products. -Drive sales targets, client retention, and AUM (Assets Under Management) growth. -Conduct investment seminars, branch promotional activities, and client engagement programs. -Ensure compliance with regulatory & organizational standards. -Prepare and present sales performance reports to the Regional Manger ✅ Qualifications & Skills -Graduate in any discipline (MBA/Finance background preferred). -3–10 years of sales experience in Banking / Insurance / NBFC / Mutual Funds / Wealth Management. -Strong leadership and team-handling experience. -Proven track record in HNI client acquisition & investment sales. -Excellent communication, interpersonal, and relationship-building skills. -Industry certifications in Mutual Fund Distribution / Financial Advisory / Risk Management are an advantage. What We Offer -Competitive salary + performance-based incentives. -Clear career growth path within Wealth & Investment Sales Leadership. -Exposure to HNI clients, wealth management strategies, and financial products. -Dynamic work environment with professional development opportunities. 📩 Interested Apply now or share your resume at: 📧 jackson.j@skillactz.com |📞 95443 16657 Take the next step in your career and become a Sales Leader in the Financial Services Industry
📢 We’re Hiring – Equity Dealer! Are you passionate about the stock market and client servicing? Here’s your chance to work with a leading financial services company and build a rewarding career in equity trading. 🔹 Role: Equity Dealer 📍 Location: All over Kerala 🕒 Experience: Fresher or Experienced 🎓 Qualification: Graduate with NISM Series V Certification Company Description We are a leading financial services organization providing investment and trading solutions to clients across India. Our focus is on delivering superior customer experience and empowering individuals to make informed investment decisions. Join our team and be a part of a fast-paced, growth-driven environment with opportunities for career advancement. Role Description As an Equity Dealer, you will serve as the link between clients and the stock exchange, executing trades accurately, driving revenue through cross-selling, and maintaining strong client relationships. This role demands excellent communication skills, a sales-driven mindset, and the ability to work in a dynamic, fast-paced environment. Key Responsibilities: Execute client orders on stock trading terminals with accuracy Provide clients with trade confirmations and timely market updates Drive revenue through sales of financial products (Mutual Funds, Insurance, IPOs) Activate inactive clients and onboard new clients Maintain compliance with regulatory and risk management norms Qualifications Any Graduate with mandatory NISM Certification (Equity/Cash Market/Derivatives) Experience: 0–2 years (Freshers with NISM welcome) Strong sales orientation and communication skills Ability to work under pressure and meet targets Compensation: Based on last drawn salary + hike (for experienced candidates) Freshers: Competitive entry-level package + incentives Career Growth: Structured training & rapid promotions Apply Now: https://www.skillactz.com/my/jobs?id=997 Email: jeena.jose@skillactz.com Phone: +91 95443 16657
About the Role We are looking for a Sales Manager to lead client acquisition and sales growth in the financial services sector. The role involves team management, HNI client acquisition, cross-selling financial products, and ensuring branch profitability. This is an excellent opportunity for professionals from Banking, Insurance, NBFCs, Broking, and Wealth Management backgrounds. Key Responsibilities -Lead, motivate, and guide a team of Financial Consultants & Sr. Financial Consultants. -Acquire and manage HNI and retail clients. -Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, Bonds, and Equity products. -Drive sales targets, client retention, and AUM (Assets Under Management) growth. -Conduct investment seminars, branch promotional activities, and client engagement programs. -Ensure compliance with regulatory & organizational standards. -Prepare and present sales performance reports to the Regional Manger ✅ Qualifications & Skills -Graduate in any discipline (MBA/Finance background preferred). -3–10 years of sales experience in Banking / Insurance / NBFC / Mutual Funds / Wealth Management. -Strong leadership and team-handling experience. -Proven track record in HNI client acquisition & investment sales. -Excellent communication, interpersonal, and relationship-building skills. -Industry certifications in Mutual Fund Distribution / Financial Advisory / Risk Management are an advantage. What We Offer -Competitive salary + performance-based incentives. -Clear career growth path within Wealth & Investment Sales Leadership. -Exposure to HNI clients, wealth management strategies, and financial products. -Dynamic work environment with professional development opportunities. 📩 Interested Apply now or share your resume at: 📧 jackson.j@skillactz.com 📞 95443 16657 Take the next step in your career and become a Sales Leader in the Financial Services Industry.
Job Title: Financial Consultant / Financial Advisor Education & Experience: Minimum Graduation (NISM-5 preferred) 1+ year of experience in financial services/sales / client advisory Responsibilities: Prospect and onboard new clients through cold calling, meetings, and references Promote Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs & Currency trading Cross-sell financial products to existing clients Update clients on research reports, new schemes, NFOs, IPOs, and market trends Maintain regular client communication to ensure satisfaction and retention Support sales & promotional activities Prepare and submit daily sales reports Contribute to overall business and revenue growth What We’re Looking For: Graduate with good communication and relationship management skills Knowledge/interest in financial markets and investment products Target-driven and customer-focused mindset Ability to work independently and as part of a team What We Offer: Competitive salary + performance-based incentives Training and professional growth opportunities Exposure to a wide range of financial products A dynamic work environment with career progression 📩 How to Apply: Send your CV to jackson.j@skillactz.com 📞 For queries, contact: +91 95443 16657
Job -Executive / Senior Executive – Client Registration & Onboarding Job Location -Kochi, Kerala We are looking for enthusiastic and detail-oriented professionals to join our Client Registration & Onboarding team . The role involves ensuring smooth client account opening while complying with SEBI, Exchange, and KYC/AML regulations . Key Responsibilities Process client account opening forms (Demat, Trading, Mutual Funds, Online Accounts). Verify client documents to ensure compliance with regulatory standards. Update and manage client records (bank details, nominee, contact changes). Coordinate with branches & clients for pending/deficient documents. Ensure timely onboarding within defined SLAs. Maintain accurate MIS reports and support audits/regulatory inspections. Requirements Graduate in Commerce / Finance / Management or related field. 0–3 years of experience in financial services (freshers welcome). Knowledge of KYC, AML, trading & demat accounts, mutual funds preferred. Strong accuracy, attention to detail, and multitasking skills. Good communication & coordination abilities. Proficiency in MS Office . How to Apply Interested candidates can reach out at: 📞 +91 95443 16657 📧 jackson.j@skillactz.com Grow your career in financial services – apply today!
Financial Consultant | Wealth Management | Equity, Mutual Funds & Insurance About the Company A leading financial services organization with a strong presence across India, offering expertise in Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and Currency Trading . We are committed to helping individuals and businesses achieve their financial goals through trusted advisory and innovative solutions. Role: Financial Consultant / Financial Advisor Locations Hiring: Aluva, Angamaly ,Chalakudy , Kalady ,Irinjalakuda ,Wadakanchery ,Thrissur – Round North, Thrissur – Round South ,Thrissur – Kokkala ,Kunnamkulam Chentrappinni Experience: Minimum 1 year in Sales / BFSI Education: Graduation (NISM-5 preferred) Compensation: Competitive Salary + Incentives 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 -Be part of a leading financial services brand in India -Training & industry certifications for continuous learning How to Apply 📧 Email your CV to: jackson.j@skillactz.com 📞 Contact: +91 95443 16657 🔗 Or Apply directly via LinkedIn #FinancialConsultant #WealthManagement #Equity #MutualFunds #Insurance #SalesJobs #BFSI #CareerGrowth #ThrissurJobs #KeralaJobs
📢 Financial Consultant - We're Hiring for a Leading Financial Services Company ! 💼 Position : Financial Sales Consultant 🔸 CTC – 2.04 - 4 LPA + attractive incentives 🔸 Location– Across Kerala 🔸 Qualification- Any graduate ( No B.Tech /M.Tech graduates) 🔸 Skills required - Good communication skills - Knowledge about stock market - Analytical skills - Passion for sales 🔸 Eligibility - Okay with field sales - Willingness to travel as and when required - Freshers and experienced candidates can apply 🌟 This is a great opportunity for recent graduates who are looking to gain hands-on experience in a dynamic work environment. 🔸 Apply - https://www.skillactz.com/my/jobs?id=939 Send your updated resume to jeena.jose@skillactz.com 📱WhatsApp for Quick Connect: +91 95443 16657 📨 Know someone who’s looking for an opportunity? Tag them or share this post!
Job Opportunity: Relationship Manager – Direct Sales Life Insurance Position: Relationship Manager – Direct Sales Location: Kochi Department: Direct Sales No. of vacancies: 15 Salary Range: ₹3 LPA – ₹4.5 LPA (Based on experience and current salary) Key Responsibilities Direct selling to customers through office/home visits. Attend leads/appointments allocated by the call center and generate revenue. Achieve self-sourcing sales targets. Ensure timely reporting of sales activities, lead utilization, and conversions through LMS/MIS. Job Requirements Qualification: Graduate (any discipline) Experience: Minimum 1 year in Sales (Life Insurance Direct Sales preferred) Skills: Proficiency in MS Excel, strong communication and relationship management skills. Competencies Knowledge of financial markets Sales process implementation and business planning Customer orientation and accountability for results Performance Indicators Achievement of 100% new business targets Achievement of 85% renewal business targets Interested candidates can share their CVs at: Email: jackson.j@skillactz.com Phone: 9544316657
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 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): Aluva Angamaly Chalakudy Kalady Irinjalakuda Wadakanchery Thrissur – Round North Thrissur – Round South Thrissur – Kokkala Kunnamkulam Chentrapinni Contact for Queries Jackson J Senior Executive – Human Resources SkillActz – Trinity Skillworks Pvt. Ltd. 📞 +91 95443 16657 📧 jackson.j@skillactz.com
Designation: Relationship Manager 🔸 CTC – 3.5 to 5 LPA 🔸 Location– Kochi 🔸 Qualification- Any graduate Job highlights : Candidates with experience in life insurance sales or BFSI sales preferred Direct sales of life insurance policies and develop new business from existing customers Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. Job Purpose: To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company. Key Responsibilities: To direct sell to the customers via appointments. To ensure that leads/ appointments allocated by the call center are attended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. 🔸Send your updated resume to jeena.jose@skillactz.com 📱WhatsApp for Quick Connect: +91 95443 16657
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 · 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