Wealth Management Executive | Investment Advisor | BFSI Sales

Trinity SkillWorks Private Limited

Chennai ,Tamil Nadu , IN Full–time
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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