Job Description
We're Hiring | Relationship Manager - Wealth Management
Skillactz is hiring dynamic Investment Relationship Managers to help clients achieve their financial goals through investment guidance and financial products.
Locations:
Chennai | Coimbatore | Bangalore
Experience Required: 2+ Years
Qualification:
Graduate | NISM Series V Certification preferred
Key Responsibilities:
⢠Acquire new clients through prospecting, referrals, and networking
⢠Promote financial products including Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, and other investment solutions
⢠Build and maintain long-term client relationships
⢠Provide personalized investment advice and market insights
⢠Cross-sell financial products to maximize client value
⢠Ensure smooth client onboarding and documentation
⢠Drive growth in Assets Under Management (AUM)
Key Requirements:
⢠Minimum 1 year of experience in financial services or sales
⢠Strong communication and relationship-building skills
⢠Fluency in English and Tamil
⢠Good understanding of financial markets and investment products
⢠NISM Series V certification preferred
This role offers attractive incentives, career growth opportunities, and exposure to multi-asset financial products.
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Success Stories from Candidates Placed in this Field
Prabhat - Noida
Eduspace Technologies Pvt Ltd (Proctur), Noida - HR Manager
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Kalki - Bangalore
The Purple Turtles, Bangalore - Asst HR Manager
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