Team Leader Wealth Management Kochi

Team Leader Wealth Management Kochi

26 Aug
|
THE Trinity International
|
Kochi

26 Aug

THE Trinity International

Kochi

We are looking for an experienced Wealth Management qualified who can drive client acquisition, build and manage a high-performing team, and contribute directly to revenue and AUM growth.

Key Responsibilities
Lead and mentor the Relationship Management team
Acquire and develop HNI/UHNI clients
Drive AUM and revenue growth
Manage client relationships and investment requirements
Support portfolio and investment advisory initiatives
Drive sales targets and business development
Build a robust referral and prospecting pipeline

Pay: ₹30,000.00 - ₹40,000.00 per month

Perks:
Health insurance
Internet reimbursement
Paid sick time
Paid time off

Work Location: In person

📌 Team Leader Wealth Management Kochi
🏢 THE Trinity International
📍 Kochi

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