We are hiring on behalf of a leading and well-established financial services organisation that is expanding its Wealth Advisory and Investment Relationship Management team across Kerala.
Position: Wealth & Investment Relationship Manager
Location: Multiple Branches Across Kerala
This opportunity is ideal for ambitious financial-services professionals who are passionate about investment products, client acquisition, wealth management and long-term relationship building.
✅ ELIGIBILITY
- Graduation in any discipline
- Minimum 1 year of relevant experience
- NISM Series V-A certification preferred
- Strong communication and client-management skills
- Working knowledge of financial and investment products
- Ability to acquire clients and achieve business targets
? KEY RESPONSONSIBILITIES
- Acquire new clients through networking, referrals, appointments, lead conversion and prospecting
- Understand clients’ financial goals, investment requirements and risk profiles
- Present suitable financial products in line with approved research, company processes and applicable regulations
- Share authorised market insights, research reports and relevant investment opportunities
- Support clients across Mutual Funds, SIPs, Equity, Currency, Insurance, PMS, Bonds, IPOs and NFOs
- Build and maintain trusted, long-term client relationships
- Identify suitable cross-selling and portfolio-development opportunities
- Deliver timely after-sales support and improve client retention
- Contribute to AUM growth, revenue objectives and branch business targets
- Collaborate with branch teams to follow up and convert qualified leads
? WHO CAN APPLY?
Professionals currently working as
- Relationship Managers
- Wealth Managers
- Investment Advisors
- Investment Counsellors
- Equity Relationship Managers
- Mutual Fund Relationship Managers
- Financial Consultants
- Client Acquisition Managers
- Branch Sales Officers
- Priority Banking Relationship Managers
- Personal Bankers
- Insurance Relationship Managers
- Demat and Trading Account Sales Executives
- Investment Product Sales Professionals
? PREFERRED INDUSTRY BACKGROUNDS
Candidates with relevant experience in the following industries are encouraged to apply:
- Stockbroking and securities firms
- Wealth-management companies
- Banks and priority-banking divisions
- Mutual fund distribution companies
- Asset-management companies
- Life, health and general insurance companies
- Portfolio-management businesses
- Investment-advisory organisations
- NBFCs and other financial-services companies
WHY APPLY?
- Build a rewarding career in wealth and investment management
- Gain exposure to multiple financial products
- Develop premium client-advisory and relationship-management experience
- Work with an established financial-services organisation
- Access skilled learning and career-growth opportunities
- Join expanding branch teams across Kerala
OPEN LOCATIONS
Aluva | Angamaly | Chalakudy | Perumbavoor | Kalady | Irinjalakuda | Mala | Kodungallur | Chentrappinni | Pattambi | Pathirippala | Ponnani | Edappal | Vadakkenchery | Guruvayur | Wadakanchery | Thrissur–Punkunnam | Thrissur–Round North | Thrissur–Round South | Thrissur–Kokkalai | Kunnamkulam | Attingal | Thiruvananthapuram | Varkala | Kollam–Chinnakkada | Kanjirapally | Pathanamthitta | Anchal | Kottiyam | Pathanapuram | Karunagappally | Alappuzha | Kattappana | Kottayam–KK Road | Thykoodam | Thoppumpady | Kothamangalam
? HOW TO APPLY
Interested candidates may share their updated résumé along with:
- Current location
- Preferred branch
- Total experience
- Relevant financial-services experience
- Current salary
- Expected salary
- Notice period
- NISM certification status
Jackson J
SkillActz – Recruitment Partner
?
[email protected]
? +91 95443 16657
Please mention
“Application – Wealth & Investment Relationship Manager – Preferred Location”
? Tag or share this opportunity with professionals looking to build a career in wealth management, investment sales, banking and financial services.
📌 Wealth And Investment Relationship Manager (Kerala)
🏢 Trinity SkillWorks Private
📍 Kerala