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 recent 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: [email protected]

? Contact: +91 95443 16657

? Or Apply directly via LinkedIn

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

📌 Financial Consultant | Wealth Management | Equity, Mutual Funds & Insurance (Thrissur)
🏢 Trinity SkillWorks Private
📍 Thrissur