Investment Relationship Manager

Trinity SkillWorks Private Limited; Ernakulam; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Attractive performance incentives

Quarterly & Annual bonuses

Fast-track career growth opportunities

Exposure to multi-asset investment产品

Reputed brand

Job summary

Trinity SkillWorks Private Limited in Kerala seeks an Investment Relationship Manager to build strong client relationships, promote investment products, and drive branch AUM targets.

You will acquire clients through networking, cross-sell securities and funds, and provide personalized investment advice with market updates. English and Malayalam communication is essential; attractive incentives and fast-track career growth are offered by a reputed financial services brand.

Qualifications

• Minimum 1+ year in financial services / sales.
• Graduation with NISM 5 certification preferred.
• Exposure to multiple asset classes and investment products.

Responsibilities

• Acquire new clients through prospecting, referrals and networking.
• Promote Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds and other financial products.
• Provide personalized investment advice and market updates.
• Cross-sell financial solutions to maximize client value; ensure smooth documentation and processing.
• Drive AUM growth for the branch.
• Maintain long-term, trust-based client relationships.

Skills

Relationship building

Communication (English & Malayalam)

Financial markets knowledge

Sales target orientation

Education

Graduation (NISM 5 Certification Preferred)

Job description

Job Title: Investment Relationship Manager

Location:

Experience:

Minimum 1+ Year in Financial Services / Sales

Qualification:

Graduation (NISM 5 Certification Preferred)

Salary & Benefits:

• CTC: ₹3 LPA – ₹6 LPA (Based on Experience)
• Attractive Performance Incentives (Unlimited Earning Potential)
• Quarterly & Annual Performance Bonuses
• Fast-Track Career Growth Opportunities
• Exposure to Multi-Asset Investment Products
• Opportunity to work with a reputed Financial Services Brand

Job Description:

We are seeking a dynamic and results-driven Investment Relationship Manager to build strong client relationships and drive business growth. The role involves promoting investment products, managing client portfolios, and achieving branch-level AUM targets.

Key Responsibilities:

• Acquire new clients through prospecting, referrals, and networking
• Promote Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and other financial products
• Provide personalized investment advice and regular market updates
• Cross-sell financial solutions to maximize client valueEnsure smooth documentation and transaction processing
• Drive Assets Under Management (AUM) growth for the branch
• Maintain long-term, trust-based client relationships

Skills Required:

• Strong relationship-building and client handling skills
• Good communication skills in English & Malayalam
• Knowledge of financial markets and investment products
• Target-oriented mindset with strong sales ability