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:

1. Current Location
2. Preferred Branch Location
3. Total Experience
4. Relevant Financial Services Experience
5. Current Salary
6. Expected Salary
7. Notice Period
8. 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