Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
Wealth Management Executives / Investment Advisors
We are seeking motivated and result-oriented professionals to join as Wealth Management Executives / Investment Advisors. The role involves acquiring new clients, promoting financial products, and building long-term relationships to support clients in achieving their investment goals.
Key Responsibilities
- Identify and acquire new clients through calls, meetings, and referrals
- Promote investment products such as Equity, Mutual Funds, SIP, Insurance, and Bonds
- Build and maintain strong client relationships for long-term business
- Provide market updates and investment guidance to clients
- Achieve assigned sales and revenue targets
- Ensure excellent client service and follow-up
Eligibility Criteria
- Graduate (mandatory)
- 6Months–6 years experience in BFSI / Sales / Financial Services preferred
- Freshers with strong interest in financial markets may apply
- NISM certification is an advantage
- Good communication and interpersonal skills
What We Offer
- Fixed salary + performance incentives
- Career growth in wealth management and financial services
- Training and professional development
📍 Locations: Chennai, Nellore, Tiruvannamalai, Kanchipuram, Chengelpet, Pondicherry
📩 Interested candidates can share their resume to:
📧 saranya.d@skillactz.com
📞 7708713030
Click on Apply to know more.