Kerala Wealth manager Jobs – 58 Open Jobs Today

Business Development Executive – Consulting Services
5D HR Consulting LLP, Kochi —Kochi, Kerala
- ₹20,000 - ₹35,000 a month
- Full-time
- Sales
- English
- Finance
Quick apply
Relationship Officer - Equity Trade & Customer Service.
Doctor wealth Financial Services Pvt Ltd —Kottayam, Kerala
- ₹15,000 - ₹25,000 a month
- Full-time
- Customer service
- Research
- Business development
Quick apply
Lead Security Engineer - Workspace
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Windows
- Scripting
- Linux
- Health insurance
Senior UI/UX Designer
Links4Engg —Thiruvananthapuram, Kerala
- Communication skills
Senior Java Development Engineer
Envestnet Asset Management, Inc —Thiruvananthapuram, Kerala
- Hybrid work
- Java
- Master's degree
- Databases
- Health insurance
Relationship Officer -Mutual funds & Insurance.
Doctor wealth Financial Services Pvt Ltd —Alleppey, Kerala
- ₹15,000 - ₹22,000 a month
- Full-time
- Customer service
- Business development
- Presentation skills
Quick apply
Sales Executive
5 Dimensions HR —Thrissur, Kerala
- ₹30,000 - ₹35,000 a month
- Full-time
- Sales
- English
- Bachelor's degree
Quick apply
4d
Marketing Lead
Coinhaus Capital Private Limited —Kowdiar, Thiruvananthapuram, Kerala
- ₹20,000 - ₹35,000 a month
- Full-time
- Social media management
- Project management
- In-person
- Paid time off
- Cell phone reimbursement
Quick apply
Business Development Executive
SHAREWEALTH SECURITIES LTD —Thiruvananthapuram, Kerala
- ₹15,000 - ₹22,000 a month
- Full-time
- English
- Finance
- Master's degree
Quick apply

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Business Development Executive – Consulting Services

5D HR Consulting LLP, Kochi
Kochi, Kerala

Quick apply

Job details

Permanent | Full-time
₹20,000 - ₹35,000 a month

Qualifications

Succession planning
Sales
Malayalam
English
Finance
Business development
Bachelor's degree
B2B sales
Direct sales
Financial services
Communication skills
Negotiation

Full job description

Sales Executive — Succession Planning Advisory

Positions Open: 10 (2–3 per location)

Base Location: Kozhikode / Malappuram / Kottayam / Kochi (candidate assigned to one territory)

Reports To: Director of Business Development

Experience: 3–7 years in B2B/B2C sales, preferably in financial services, insurance, wealth management, legal advisory, or high-value consultative selling

Employment Type: Full-time

About the Role

We're hiring Sales Executives across our four focus territories — Kozhikode, Malappuram, Kottayam, and Kochi (2–3 executives per location) — to drive client acquisition and deepen our presence in each market. Each executive will be based in and dedicated to a single territory. We're looking for sharp, driven, and emotionally intelligent individuals who can engage business owners and families on sensitive succession matters and close high-value, high-consideration sales. This is a field-intensive role requiring regular local travel and client visits.

Key Responsibilities

Identify and pursue prospective clients — business owners, family businesses, and individuals — for succession planning solutions (Will and Private Family Trust) within the assigned territory
Conduct in-person client meetings to understand business ownership structures, family dynamics, assets, and succession concerns with sensitivity and discretion
Present and explain the value of succession planning instruments — including legal heir identification for business continuity and structured asset distribution — in a clear, trust-building manner
Consistently work toward assigned sales targets within defined timelines
Travel regularly within the assigned city/territory for client meetings, referral visits, and events
Build a strong referral network through CAs, lawyers, wealth managers, business consultants, and existing clients
Manage the full sales cycle — prospecting, needs discovery, proposal, objection handling, and closing
Maintain accurate records of client interactions and pipeline status in CRM
Report regularly to the Director of Business Development on territory performance, pipeline health, and market feedback
Ensure a high standard of client experience given the sensitive, personal, and sometimes complex (business ownership) nature of the product

What We're Looking For

3–7 years of proven sales experience, ideally in financial services, insurance, wealth advisory, legal, or premium consultative sales
Strong track record of working toward and achieving sales targets
Highly competitive, self-driven, and resilient — comfortable in a target-based, high-activity role
High emotional intelligence and client sensitivity — ability to navigate conversations involving death, inheritance, business succession, and family dynamics with empathy and tact
Excellent communication, relationship-building, and negotiation skills
Ability to build credibility and trust quickly with clients — including business owners and family decision-makers — often during vulnerable or high-stakes discussions
Comfortable with regular field travel within the assigned city
Fluency in Malayalam and English (working proficiency)
Bachelor's degree required; background in finance, law, or business preferred
Prior exposure to estate planning, business succession, insurance, or wealth products is a strong plus
Local market knowledge of the assigned territory (Kozhikode/Malappuram/Kottayam/Kochi) preferred

What We Offer

Competitive base salary + target-based incentive structure
Fast-track growth into senior advisory/leadership roles reporting up through the Business Development function
Opportunity to work with a discerning client — business families and individuals alike — in a high-trust, high-value domain

Pay: ₹20,000.00 - ₹35,000.00 per month

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in kerala

Business Development Executive – Consulting Services

Relationship Officer - Equity Trade & Customer Service.

Lead Security Engineer - Workspace

Senior UI/UX Designer

Senior Java Development Engineer

Relationship Officer -Mutual funds & Insurance.

Sales Executive

Marketing Lead

Business Development Executive

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