Financial Consultant / Financial Advisor

Location: Multiple branches
Job Type: Full-time

About the Role

We are looking for a energetic and motivated Financial Consultant / Advisor to join our team. The role involves promoting equity products, currency, mutual funds, SIPs, insurance, PMS, bonds, and supporting clients with investment decisions.

Key Responsibilities

- Prospect new clients through cold calling, references, and appointments.
- Explain products & services to clients and prospects.
- Promote investments in Equity, Currency Trading, Mutual Funds, Insurance, and PMS.
- Update clients on research reports, new MF schemes, NFOs, IPOs, and market trends.
- Cross-sell financial products to existing clients.
- Maintain regular contact with clients via calls & meetings.
- Assist the team in closing leads.
- Provide application forms and help clients in filling them.
- Offer after-sales service and ensure client retention.
- Maintain and enhance branch AUM.
- Prepare daily sales reports for the Branch Head/Sales Manager.
- Enter daily business activities in back-office systems.
- Support promotional activities of the branch.

Required Qualifications





- Minimum Graduation (NISM Series 5 certification preferred)
- Minimum 1+ year experience in financial sales, investments, broking, or related fields
- Strong communication and client relationship skills
- Basic knowledge of financial products (Equity, MF, Insurance, SIPs)

Skills Required

- Sales & client acquisition
- Financial product knowledge
- Communication & interpersonal skills
- Basic MS Office
- Ability to achieve targets and work under pressure

Why Join Us?

- Well-established organization in the financial services sector
- Opportunity to grow your career in Wealth Management & Advisory
- Attractive incentives
- Supportive team and leadership

How to Apply

Submit your resume directly through Indeed or email to: [email protected]
Subject: Application for Financial Consultant

Contact Phone/Whatsapp:

Jeena,HR Executive : (phone hidden)

Jackson,Sr HR Executive : (phone hidden)

Jovviya,HR Executive :(phone hidden)

Job Types: Full-time, Permanent

Pay: ₹21,000.00 - ₹55,000.00 per month

Benefits:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

📌 Financial Sales Consultant (Thrissur)
🏢 Trinity Skillworks
📍 Thrissur