WE ARE HIRING | WEALTH & INVESTMENT RELATIONSHIP MANAGERS

LOCATION:
MULTIPLE BRANCHES ACROSS KERALA We are hiring on behalf of a leading and well-established financial services organisation expanding its Wealth Advisory and Investment Relationship Management team across Kerala. An excellent opportunity for ambitious financial-services professionals passionate about investment products, client acquisition, wealth management and long-term relationship building. POSITION: WEALTH & INVESTMENT RELATIONSHIP MANAGER PREFERRED LOCATIONS: Kochi | Thiruvananthapuram | Kollam | Kottayam | Thrissur | Kozhikode | Kannur | Palakkad | Alappuzha | Pathanamthitta | Malappuram | Wayanad | Kasaragod ELIGIBILITY
• Graduation in any discipline
• Minimum 1 year of relevant experience
• NISM Series V-A certification preferred
• Robust communication and client-management skills
• Working knowledge of financial and investment products
• Ability to acquire clients and achieve business targets

KEY RESPONSIBILITIES
• Acquire new 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 and company guidelines.
• Share authorised market insights, research reports and relevant investment opportunities.
• Support clients across Mutual Funds, SIPs, Equity, Currency, Insurance, PMS, Bonds, IPOs and NFOs.
• Build and maintain trusted, long-term client relationships.
• Identify cross-selling and portfolio-development opportunities.
• Deliver timely after-sales support and improve client retention.
• Contribute to AUM growth, revenue objectives and branch business targets. WHO CAN APPLY? Professionals currently working as:
• Relationship Managers
• Wealth Managers
• Investment Advisors
• Investment Counsellors




• Equity Relationship Managers
• Mutual Fund Relationship Managers
• Financial Consultants
• Client Acquisition Managers
• Branch Sales Officers
• Priority Banking Relationship Managers
• Personal Bankers
• Insurance Relationship Managers
• Demat and Trading Account Sales Executives
• Investment Product Sales Professionals PREFERRED INDUSTRY BACKGROUNDS
• Stockbroking and securities firms
• 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 financial-services companies WHY APPLY?
• 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.
• Join expanding branch teams across Kerala.

HOW TO APPLY
Interested candidates may share their updated résumé along with:
• Current Location
• Preferred Branch Location
• Total Experience
• Relevant Financial Services Experience
• Current Salary
• Expected Salary
• Notice Period
• NISM Certification Status RECRUITMENT CONTACT Jackson J SkillActz – Recruitment Partner [email protected] +91 95443 16657 EMAIL SUBJECT: 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. #Hiring #KeralaJobs #KeralaRecruitment #WealthManagement #RelationshipManager #InvestmentAdvisor #BankingJobs #FinancialServices #MutualFunds #EquityMarkets #InvestmentSales #JobVacancy #CareerOpportunity #SkillActz

📌 Wealth and Investment Relationship Manager (Kochi)
🏢 Trinity SkillWorks Private
📍 Kochi