Job Description
– 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 new 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)
· Positive 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 (Kannur)
🏢 Trinity SkillWorks Private
📍 Kannur