– 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 current 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 – ₹60,000 per month + Incentives

· Travel allowance, PF, Health Insurance & Career Growth

Work Locations (Kerala):

-KUTHUPARAMBA

-KOYILANDY BRANCH

-KANNUR

-KASARAGOD

-KANNUR - FORTLIGHT

-PAYYANNUR BRANCH

-IRITTY

-Kannur Region

Contact for Queries

Jackson J

Senior Executive – Human Resources

SkillActz – Trinity Skillworks Pvt. Ltd.

? +91 95443 16657

? [email protected]

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