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 new 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
Explicit 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