Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
Company Description
We are a leading financial services firm dedicated to helping clients achieve their financial goals. We offer a wide range of investment and advisory solutions including Mutual Funds, Insurance, PMS, and Retirement Planning. Our mission is to provide expert guidance, personalized financial strategies, and exceptional client service.
Role: Client-Focused Financial Advisor
Location: Thrissur, Kerala
Employment Type: Full-time, On-site
Salary: ₹3 LPA – ₹6.5 LPA (based on experience & performance)
Role Overview:
We are seeking a Client-Focused Financial Advisor with expertise in Mutual Funds, Insurance, and PMS. You will guide clients through financial planning, manage investment portfolios, and provide personalized advisory services. This role involves developing strategies for retirement, insurance, and wealth creation while building strong, long-term client relationships.
Key Responsibilities
- Provide expert advice on Mutual Funds, Insurance, PMS, and other investments.
- Develop tailored financial plans for clients based on their goals and risk profile.
- Assist clients with retirement planning, insurance coverage, and wealth management.
- Maintain regular communication to ensure client satisfaction and retention.
- Collaborate with the branch team to achieve individual and branch targets.
- Support financial seminars and client engagement initiatives.
Qualifications & Skills
- Bachelor’s degree in Finance, Accounting, Economics, or related fields.
- Relevant certifications NISM, are a plus.
- Strong knowledge of Investments, Mutual Funds, and PMS.
- Experience in financial advisory roles and providing expert guidance.
- Excellent communication, interpersonal, and client relationship management skills.
- Ability to work independently while maintaining a client-focused approach.
- Prior experience in financial services or advisory roles is highly beneficial.
Perks & Benefits
- Career growth in wealth management
- Attractive incentives & performance-based rewards
- Exposure to high-net-worth clients and diverse financial products
📩 Interested candidates can apply to:
Jackson J – Assistant Manager HR
✉️ Email: jackson.j@skillactz.com
📞 Phone: 9544316656
💼 Kickstart your career in financial advisory in Thrissur today!
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