Relationship Manager

GOODWILL WEALTH MANAGEMENT PVT LTD

Ernakulam

On-site

INR 400,000 - 600,000

Full time

3 days ago
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Job summary

Goodwill Wealth Management Pvt. Ltd. in Kochi seeks an energetic Relationship Manager to join our wealth team.

You will build client relationships, explain financial products, and drive revenue through sales of financial services. The role requires a minimum of 1 year in sales, strong communication, and Malayalam language proficiency. This is a full-time position based in Kochi with clear targets and growth opportunities.

Qualifications

  • Minimum 1 year of sales experience is mandatory.
  • Experience in financial services, stock broking, insurance, mutual funds, banking, or related sectors is an advantage.
  • Malayalam communication is compulsory.

Responsibilities

  • Build and maintain strong relationships with clients.
  • Generate revenue through the sale of financial products and services.
  • Achieve monthly and annual sales targets.
  • Explain financial products clearly to clients and support them in making informed decisions.
  • Provide training and guidance to clients on products and platforms.
  • Develop new franchisee/business opportunities.
  • Generate new clients and expand the business network.
  • Follow up with existing and potential clients regularly.

Skills

Relationship building
Sales
Communication
Client meetings

Job description

Relationship Manager – Wealth Management

Company: Goodwill Wealth Management Pvt. Ltd.

Location: Kochi, Kerala

Job Type: Full-time

Experience: Minimum 1 year in Sales

Career Level: Entry Level / Early Career

Join Our Team!

Are you a confident sales professional who enjoys meeting clients, building relationships, and achieving targets?

Goodwill Wealth Management Pvt. Ltd. is looking for an energetic Relationship Manager to join our Kochi team.

Key Responsibilities
  • Build and maintain strong relationships with clients
  • Generate revenue through the sale of financial products and services
  • Achieve monthly and annual sales targets
  • Explain financial products clearly to clients and support them in making informed decisions
  • Provide training and guidance to clients on products and platforms
  • Develop new franchisee/business opportunities
  • Generate new clients and expand the business network
  • Follow up with existing and potential clients regularly
What We’re Looking For
  • Minimum 1 year of sales experience is compulsory
  • Experience in financial services, stock broking, insurance, mutual funds, banking, or related sectors will be an advantage
  • Strong communication and relationship-building skills
  • Target-oriented and self-motivated
  • Willingness to meet clients and develop business
  • Malayalam communication is compulsory
Important Location Requirement

Job location: Kochi only.

Candidates who are currently outside Kochi must be willing to relocate to Kochi.

Why Join Us
  • Opportunity to build a career in the financial services industry
  • Client-facing and business development role
  • Performance-driven career growth
  • Opportunity to develop expertise in financial products and wealth management
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