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

This opportunity is ideal for ambitious financial-services professionals who are passionate about investment products, client acquisition, wealth management and long-term relationship building.

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
- Acquire current 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
- Identify suitable cross-selling and portfolio-development opportunities
- Deliver timely after-sales support and improve client retention
- Relationship Managers
- Investment Advisors
- Investment Counsellors
- Equity Relationship Managers




- Mutual Fund Relationship Managers
- Financial Consultants
- Client Acquisition Managers
- Branch Sales Officers
- Priority Banking Relationship Managers
- Insurance Relationship Managers
- Demat and Trading Account Sales Executives
- Investment Product Sales Professionals

Candidates with relevant experience in the following industries are encouraged to apply:

- 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

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 professional learning and career-growth opportunities
- Total experience
- Relevant financial-services experience
- NISM certification status

SkillActz – Recruitment Partner

[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.

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