Sr.Relationship Executive -Investments

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

📧 [email protected]