Financial Consultant / Relationship Manager / Investment Advisor
- Trinity Skill Works
- 1 - 6 years
- Ernakulam
- 7 days ago
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Job Description
Financial Consultant / Relationship Manager / Investment Advisor Mutual Funds, SIP, Insurance & Wealth Management
Location: Multiple Locations Kerala
Experience: 06 month - 10+ Years
Salary: Best in Industry + Attractive Incentives
Industry: Financial Services | Wealth Management | Investment Advisory BFSI
Job Description
We are looking for dynamic and result-oriented professionals to join our Financial Services team. The ideal candidate will be responsible for acquiring new clients, promoting investment products, managing client relationships, and driving business growth through wealth management solutions.
Role & Responsibilities
- Generate new business through cold calling, referrals, networking, and client meetings.
- Acquire and onboard new clients for investment and financial products.
- Promote Mutual Funds, SIPs, Insurance, PMS, Bonds, and other wealth management products.
- Understand customer financial goals and recommend suitable investment solutions.
- Cross-sell and upsell financial products to existing clients.
- Build and maintain long-term relationships with retail, affluent, and HNI clients.
- Conduct regular client meetings and portfolio review discussions.
- Update clients on market trends, NFOs, IPOs, investment opportunities, and research recommendations.
- Organize investor awareness programs, seminars, and branch promotional activities.
- Assist clients with documentation, KYC, and investment application processes.
- Ensure client retention and enhancement of Assets Under Management (AUM).
- Maintain CRM records and submit daily sales activity reports.
- Achieve assigned sales targets and contribute to branch revenue growth.
Preferred Candidate Profile
- Bachelor's Degree in any discipline.
- 1 to 10+ years of experience in Banking, Financial Services, Insurance, Stock Broking, Wealth Management, Investment Advisory, or BFSI Sales.
- Strong knowledge of Mutual Funds, SIPs, Insurance, PMS, Bonds, and investment products.
- Proven experience in client acquisition, relationship management, and business development.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Strong customer-centric and target-driven approach.
- Ability to build and manage long-term client relationships.
- Experience in direct sales, field sales, wealth management, or financial advisory roles will be preferred.
- NISM Mutual Fund Distributor Certification, Financial Advisory Certification, or relevant BFSI certifications will be an added advantage.
Key Skills
Mutual Funds, SIP Sales, Insurance Sales, Wealth Management, Investment Advisory, Financial Planning, Relationship Management, Client Acquisition, Business Development, Cross Selling, Lead Generation, Direct Sales, BFSI Sales, Financial Products, Customer Relationship Management (CRM)
Employment Details
Role: Financial Consultant / Relationship Manager / Investment Advisor
Employment Type: Full-Time
Department: Sales & Business Development
Industry Type: Financial Services / Wealth Management / Investment Advisory
Recruiter Contact Details
Apply Now: ja******j@sk******z.com
HR Contact Team
Jeena 9188939*** / Email ID -j********e@sk******z.com
Jovviya 9188939*** / Email ID - jo***********n@sk******z.com
Jackson J - 9544316***
Email: ja******j@sk******z.com
Subject Line: Application Financial Consultant [Preferred Location]
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Financial AdvisorEmployement Type: Full timeContact Details:
Company: Trinity Skill WorksLocation(s): Ernakulam
Keyskills: Life Insurance Mutual Funds Sales Wealth Advisor NISM Health Insurance Retail Sales Financial Services Portfolio Management Insurance Advisor. Bonds Equity IPO HNI Acquisition Equity Products Financial Consultant Banking Sales Investment Advisor NFO PMS Stock
Trinity Skill Works
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