Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
Job description
Location: Chennai & Coimbatore
Employment Type: Full-time | Work from Office
Industry: Financial Services / Wealth Management
A leading financial services organization is hiring Relationship Managers in Chennai to drive client acquisition and deliver customized investment and wealth management solutions. This role is ideal for ambitious professionals with a strong sales mindset and interest in financial markets.
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Key Responsibilities
• Acquire new clients through cold calls, referrals, meetings, and networking
• Advise clients on Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds & Currency products
• Build and maintain long-term client relationships to ensure retention
• Cross-sell financial products to existing clients
• Share research reports, market updates, IPOs & NFO opportunities
• Maintain and grow Assets Under Management (AUM)
• Support branch sales and promotional activities
• Ensure timely documentation, application processing, and follow-ups
• Prepare and submit regular sales reports to management
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Eligibility & Skills
• 🎓 Graduation (Mandatory)
• 📜 NISM Series V-A preferred
• 💼 Minimum 6 Months year experience in Financial Sales / Broking / Wealth Management
• Strong communication skills in English & Tamil
• Target-driven, client-focused attitude
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Salary & Benefits
💰 CTC: ₹3 LPA – ₹5 LPA (Fixed + Performance Incentives)
🎯 Attractive, uncapped incentive structure
📈 Long-term career growth in Wealth Management
📚 Exposure to diversified investment products
🏢 Strong branch & research support
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Why This Role?
• Opportunity to work in a metro market like Chennai
• High visibility, high growth sales role
• Structured career path for consistent performers
📩 Interested candidates can apply directly on LinkedIn or share their resume via DM.
Contact for Immediate Apply:
Dinesh J
📱 Mobile:/ Whatapps : 9940319891
📧 Email: dinesh.j@skillactz.com
Click on Apply to know more.