Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
We Are Hiring: Investment Relationship Manager
Locations: Bangalore | Mangalore | Hubli
Experience: 1+ Years
Qualification: Graduation (NISM 5 preferred)
About the Role:
As an Investment Relationship Manager, you will be responsible for building strong, trust-based relationships with clients while helping them achieve their financial goals. You will promote and manage a wide range of investment products and play a key role in driving portfolio growth.
Key Responsibilities:
- Acquire new clients through prospecting, referrals, and networking
- Promote financial products including Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and more
- Maintain and strengthen long-term client relationships
- Provide personalized investment advice and regular market updates
- Cross-sell financial products to maximize client value
- Assist clients with documentation and ensure smooth transactions
- Drive growth in branch Assets Under Management (AUM)
What We Are Looking For:
- Minimum 1 year of experience in financial services or sales
- Excellent client handling and relationship-building skills
- Strong communication skills in English and local language
- Knowledge of financial markets and investment products
- NISM 5 certification preferred
Why Join Us?
100+ Openings for Immediate Hiring
Attractive Incentives & Fast-Track Career Growth
Opportunity to Work with a Reputed Financial Services Brand
Continuous Learning & Exposure to Multi-Asset Products
👉 Apply Now! Contact:
📞 Jackson J | 9544316657
📧 jackson.j@skillactz.com
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