Company Description HAWMS EQUITIES Pvt. Ltd. is a SEBI registered portfolio management service company. The company aims to help clients achieve their financial goals through personalized advice, portfolio management, and long-term relationship building, with a commitment to integrity and transparency,

Qualifications
Strong client relationship management skills, including the ability to build trust, communicate complex financial concepts clearly, and maintain long-term partnerships.
Solid understanding of investment products, financial markets, and wealth management principles, with the ability to recommend suitable solutions based on client needs.
Proven sales and business development capabilities, including experience in acquiring recent clients, upselling services, and meeting revenue or portfolio growth targets.
Excellent organizational and time management skills, with attention to detail in documentation, reporting, and compliance with regulatory requirements.




Effective interpersonal and presentation skills, with the ability to work collaboratively with cross-functional teams and represent the company professionally.
Relevant experience in relationship management or client-facing roles in financial services, banking, or investments, preferably at a senior level.
Comfort working in an in office setting in Ernakulam and willingness to engage in regular client meetings and field interactions as needed.

Key Responsibilities:
Client Interaction & Retention
Coordination & Follow-ups
Communication & Reports

Skills Required :
Minimum 3 years of experience in relationship management or client service.
Robust communication skills in English and Malayalam.
Excellent interpersonal, problem-solving, and relationship-building skills.
Proficient in basic office tools (MS Word, Excel).

📌 Senior Relationship Manager Ernakulam
🏢 Hawms Equities
📍 Ernakulam