About the job

Wealth Relationship Consultant – Investment Advisory Sales

Location: Bengaluru, Karnataka, India

Employment Type: Full-time | Work from Office

Industry: Financial Services / Wealth Management A leading financial services organization is hiring Relationship Managers in Chennai to drive client acquisition and deliver customized investment and wealth management solutions. This role is ideal for ambitious professionals with a strong sales mindset and interest in financial markets.

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Key Responsibilities

- Acquire new clients through cold calls, referrals, meetings, and networking
- Advise clients on Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds & Currency products
- Build and maintain long-term client relationships to ensure retention
- Cross-sell financial products to existing clients
- Share research reports, market updates, IPOs & NFO opportunities
- Maintain and grow Assets Under Management (AUM)
- Support branch sales and promotional activities
- Ensure timely documentation, application processing, and follow-ups




- Prepare and submit regular sales reports to management

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Eligibility & Skills

- ? Graduation (Mandatory)
- ? NISM Series V-A preferred
- ? Minimum 6 Months year experience in Financial Sales / Broking / Wealth Management
- Strong communication skills in English & Tamil
- Target-driven, client-focused attitude

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Salary & Benefits

? CTC: ₹3 LPA – ₹5 LPA (Fixed + Performance Incentives)

? Attractive, uncapped incentive structure

? Long-term career growth in Wealth Management

? Exposure to diversified investment products

? Solid branch & research support

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Why This Role?

- Opportunity to work in a metro market like Chennai
- High visibility, high growth sales role
- Structured career path for consistent performers

? Interested candidates can apply directly on LinkedIn or share their resume via DM.

Contact for Immediate Apply

Dinesh J

? Mobile:/ Whatapps : (phone hidden)

? Email: [email protected]

📌 Wealth Relationship Consultant – Investment Advisory Sales (Bengaluru)
🏢 Trinity SkillWorks Private
📍 Bengaluru