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Job details:
Employment Type: Full-time | Work from Office
Industry: Financial Services / Wealth Management
Location: Kollam
A leading financial services organization is hiring Sr.Relationship Executive to drive client acquisition and deliver customized wealth management and investment solutions. This role is ideal for ambitious professionals with a strong sales orientation and a keen interest in financial markets.
Key Responsibilities
- Acquire new clients through cold calling, referrals, meetings, and networking
- Advise clients on investment products including Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and Currency
- Build and maintain long-term client relationships to ensure retention and satisfaction
- Cross-sell financial products to existing clients
- Share research reports, market updates, IPOs, and NFO opportunities with clients
- Maintain and grow Assets Under Management (AUM)
- Support branch sales initiatives and promotional activities
- Ensure timely documentation, application processing, and follow-ups
- Prepare and submit regular sales performance reports to management
Eligibility & Skills
- Graduation (Mandatory)
- NISM Series V-A Certification (Preferred)
- Minimum 6 months of experience in Financial Sales / Broking / Wealth Management
- Strong communication skills in English & Malayalam
- Target-driven mindset with a client-focused approach
Salary & Benefits
- CTC: ₹2.75 LPA – ₹6 LPA (Fixed + Performance-based incentives)
- Attractive and uncapped incentive structure
- Long-term career growth in Wealth Management
- Exposure to diversified investment products
- Strong branch and research support
Why Join Us?
- High-visibility, high-growth sales role
- Structured career progression for consistent performers
How to Apply
📩 Interested candidates can apply via LinkedIn or share their updated resume directly.
Contact for Immediate Apply:
Dr Jeena Jose C
HR Executive | Trinity SkillWorks Pvt. Ltd.
📞 +91 91889 39806
📧 jeena.jose@skillactz.com
Click on Apply to know more.