We’re Hiring: Investment Relationship Manager

Experience: 1+ Year

Qualification: Graduation (NISM 5 preferred)

About the Role

As an Investment Relationship Manager, you’ll be responsible for helping clients achieve their financial goals by offering expert investment advice and promoting a range of financial products. You’ll play a key role in expanding client relationships and driving portfolio growth.

Key Responsibilities

- Acquire recent clients through prospecting, referrals, and networking
- Promote and manage financial products — Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc.
- Build and maintain strong, long-term client relationships
- Provide personalized investment advice and market insights
- Cross-sell products to enhance client value
- Ensure smooth client onboarding and documentation




- Drive growth in Assets Under Management (AUM)

What We’re Looking For

- Minimum 1 year of experience in financial services or sales
- Excellent communication and client relationship skills (English & Tamil)
- Strong knowledge of financial markets and investment products
- NISM 5 certification preferred

Why Join Us ✅ 100+ Openings for Immediate Hiring

✅ Attractive Incentives & Fast-Track Career Growth

✅ Work with a Leading Financial Services Brand

✅ Exposure to Multi-Asset Products and continuous learning

? Apply Now | HR Connect:

Saranya D | ? [email protected] | (phone hidden)

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📌 Investment Relationship Manager (Thrissur)
🏢 Trinity SkillWorks Private
📍 Thrissur