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Trinity SkillWorks Private Limited

Financial Consultant | Mutual Funds | Insurance | Investment Products | Pala

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Trinity SkillWorks Private Limited

Kerala Full-Time 4–8 yrs exp Posted 3 weeks ago  · Apply by Aug 25, 2026

🚨 #Hiring | Financial Consultant / Financial Advisor | Pala, Kerala

Join a leading financial services organization and build a rewarding career in Wealth Management, Investments, and Financial Advisory.

📍 Location: Pala, Kerala

💼 Position: Financial Consultant / Financial Advisor

🎓 Qualification: Any Graduation (NISM-5 Preferred)

📈 Experience: 1+ Years in Sales / BFSI / Financial Services

Key Responsibilities

✅ New Client Acquisition & Prospecting

✅ Promote Equity, Mutual Funds, SIPs, Insurance, PMS & Bonds

✅ Cross-Sell Investment Products

✅ Build & Maintain Client Relationships

✅ Conduct Client Meetings & Follow-ups

✅ Support Branch Business Growth & AUM Enhancement

✅ Generate Leads through References & Networking

✅ Achieve Sales Targets and Business Objectives

Preferred Candidate Profile

✔ Sales-oriented mindset

✔ Good communication & relationship-building skills

✔ Interest in Financial Markets & Investment Products

✔ BFSI / Banking / Insurance / Broking experience preferred

📩 Apply Now

Send your updated resume to:

📧 [email protected]

📱 Contact:

📞 Jackson J – 9544316657

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Subject: Application – Financial Consultant – Pala

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