Financial Sales Consultant/ Wealth Advisor

Hiring: Financial Consultant / Wealth Advisor Role Overview 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 investment planning, advisory services, and relationship management. Key Responsibilities Acquire new clients through calls, referrals, and in-person/virtual meetingsPromote and advise clients on:EquityMutual Funds & SIPsInsurancePMS & BondsShare market insights, research reports, IPO & NFO updatesCross-sell financial products and ensure high client satisfactionMaintain strong client relationships to ensure long-term retentionAchieve branch AUM growth and assigned sales targetsSupport promotional campaigns and assist in lead closuresPrepare and submit daily sales and activity reports Eligibility & Requirements Graduate from any discipline (Finance / Commerce preferred)Minimum 6 months 1 year of BFSI experience preferred(Mutual Funds, Banking, Insurance, Equity Sales, etc.)Freshers with strong communication skills and interest in finance are welcomeExcellent communication, negotiation, and relationship-building skillsPassion for financial markets and client advisory Preferred Certifications Financial Advisory Module (Compulsory)Mutual Fund DistributionSecurities Operations & Risk Management (Compulsory)NISM Series V-A preferred Salary & Benefits Salary: 21,000 45,000 per monthAttractive Performance IncentivesTravel AllowanceProvident Fund (PF)Health InsuranceClear career growth & learning opportunities in wealth management How to Apply Send your updated resume to: Saranya D HR Executive Recruiter, SkillActz saranya.d@skillactz.com 7708713030 .