Wealth Management Executive | Investment Advisor | BFSI Sales
Trinity SkillWorks Private Limited
Posted on: March 02, 2026
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)
• 0–3 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
About Company
Trinity SkillWorks Private Limited
Tamil Nadu ,IN
https://trinityskillworks.com
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