Trinity SkillWorks Private Limited
Website:
trinityskillworks.com
Job details:
We are hiring on behalf of a leading and well-established financial services organisation that is expanding its Wealth Advisory and Investment Relationship Management team across Bangalore Karnataka
Position: Wealth & Investment Relationship Manager
Location: Multiple Branches Across
This opportunity is ideal for ambitious financial-services professionals who are passionate about investment products, client acquisition, wealth management and long-term relationship building.
✅ ELIGIBILITY
• Graduation in any discipline
• Minimum 1 year of relevant experience
• NISM Series V-A certification preferred
• Strong communication and client-management skills
• Working knowledge of financial and investment products
• Ability to acquire clients and achieve business targets
📊 KEY RESPONSONSIBILITIES
• 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, company processes and applicable regulations
• 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 suitable 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
• Collaborate with branch teams to follow up and convert qualified leads
👥 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
Candidates with relevant experience in the following industries are encouraged to apply:
• 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 other 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
• Total experience
• Relevant financial-services experience
• Current salary
• Expected salary
• Notice period
• NISM certification status
Jackson J
SkillActz – Recruitment Partner
📧 jackson.j@skillactz.com
📞 +91 95443 16657
Please mention:
“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.
Click on Apply to know more.
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