Hiring: Financial Consultant / Wealth Advisor Role Overview 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 investment planning, advisory services, and relationship management. Key Responsibilities

Acquire current clients through calls, referrals, and in-person/virtual meetings

Promote and advise clients on:

Equity

Mutual Funds & SIPs

Insurance

PMS & Bonds

Share market insights, research reports, IPO & NFO updates

Cross-sell financial products and ensure high client satisfaction

Maintain strong client relationships to ensure long-term retention

Achieve branch AUM growth and assigned sales targets

Support promotional campaigns and assist in lead closures

Prepare and submit daily sales and activity reports Eligibility & Requirements Graduate from any discipline (Finance / Commerce preferred)





Minimum 6 months – 1 year of BFSI experience preferred

(Mutual Funds, Banking, Insurance, Equity Sales, etc.)

Freshers with strong communication skills and interest in finance are welcome

Excellent communication, negotiation, and relationship-building skills

Passion for financial markets and client advisory Preferred Certifications

Financial Advisory Module (Compulsory)

Mutual Fund Distribution

Securities Operations & Risk Management (Compulsory)

NISM Series V-A preferred Salary & Benefits

Salary: ₹21,000 – ₹45,000 per month

Attractive Performance Incentives

Travel Allowance

Provident Fund (PF)

Health Insurance

Clear career growth & learning opportunities in wealth management How to Apply Send your updated resume to: Saranya D – HR Executive Recruiter, SkillActz ? [email protected] ? (phone hidden)

📌 Financial Sales Consultant/ Wealth Advisor (Aluva)
🏢 Trinity SkillWorks Private
📍 Aluva