Job description
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 new 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: jackson.j@skillactz.com
📞 Contact: +91 95443 16657
🔗 Or Apply directly via LinkedIn
#FinancialConsultant #WealthManagement #Equity #MutualFunds #Insurance #SalesJobs #BFSI #CareerGrowth #ThrissurJobs #KeralaJobs