Financial Consultant / Wealth Advisor

About the job

Hiring: Financial Consultant / Wealth Advisor Location: Tamil Nadu (as applicable) 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 meetings • Promote and advise clients on: • Equity • Mutual Funds & SIPs • Insurance • PMS & Bonds • Share market insights, research reports, IPO & NFO updates • Cross-sell financial products and ensure high client satisfaction • Maintain strong client relationships to ensure long-term retention • Achieve branch AUM growth and assigned sales targets • Support promotional campaigns and assist in lead closures • Prepare 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 welcome • Excellent communication, negotiation, and relationship-building skills • Passion for financial markets and client advisory Preferred Certifications • Financial Advisory Module (Compulsory) • Mutual Fund Distribution • Securities Operations & Risk Management (Compulsory) • NISM Series V-A preferred Salary & Benefits • Salary: ₹21,000 – ₹45,000 per month • Attractive Performance Incentives • Travel Allowance • Provident Fund (PF) • Health Insurance • Clear 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

Requirements

• Financial Advisory
• Client Relationship Management
• Investment Planning
• Communication

Qualifications

• Graduate from any discipline
• Finance / Commerce preferred

Preferred Technologies

• Financial Advisory
• Client Relationship Management
• Investment Planning
• Communication

Benefits

• Attractive Performance Incentives
• Travel Allowance
• Provident Fund (PF)
• Health Insurance
• Clear career growth & learning opportunities