Job Title: Investment Relationship Manager

Location

Thrissur Region – Aluva, Angamaly, Chalakudy, Kalady, Irinjalakuda, Wadakkanchery, Thrissur (Round North / Round South / Kokkala), Kunnamkulam, Chentrappinni

Experience

Minimum 1+ Year in Financial Services / Sales

Qualification

Graduation (NISM 5 Certification Preferred)

Salary & Benefits:

· CTC: ₹3 LPA – ₹6 LPA (Based on Experience)

· Attractive Performance Incentives (Unlimited Earning Potential)

· Quarterly & Annual Performance Bonuses

· Fast-Track Career Growth Opportunities

· Continuous Training & Product Certification Support

· Exposure to Multi-Asset Investment Products

· Opportunity to work with a reputed Financial Services Brand

We are seeking a dynamic and results-driven Investment Relationship Manager to build robust client relationships and drive business growth. The role involves promoting investment products, managing client portfolios, and achieving branch-level AUM targets.





Key Responsibilities

· Acquire new clients through prospecting, referrals, and networking

· Promote Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and other financial products

· Provide personalized investment advice and regular market updates

· Cross-sell financial solutions to maximize client value

· Ensure smooth documentation and transaction processing

· Drive Assets Under Management (AUM) growth for the branch

· Maintain long-term, trust-based client relationships

Skills Required

· Strong relationship-building and client handling skills

· Good communication skills in English & Malayalam

· Knowledge of financial markets and investment products

· Target-oriented mindset with strong sales ability

? Apply Now

? +919188939806

? [email protected]

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