Location: Edappally, Kochi
Salary: ₹25,000 – ₹30,000 per month + Attractive Incentives
About the Role
We are looking for dynamic and result-oriented Relationship Managers to join our growing financial services team. The ideal candidate will be responsible for building strong client relationships, generating new business opportunities, and promoting a wide range of investment and wealth management solutions.
Investment Products Offered
Mutual Funds
GIFT City Dollar Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Specialized Investment Funds (SIF)
Equity Trading Solutions
Key Responsibilities
- Generate new business through referrals, networking, and client meetings.
- Build and maintain long-term relationships with clients.
- Promote and distribute investment and wealth management products.
- Conduct client meetings, presentations, and financial discussions.
- Achieve monthly business and revenue targets.
- Follow up on leads and convert prospects into clients.
- Coordinate with internal teams for client onboarding and servicing.
- Maintain accurate records of client interactions and sales activities.
Requirements
- Graduate in any discipline (MBA preferred).
- Experience in sales, marketing, banking, insurance, financial services, or wealth management is preferred.
- Excellent communication and relationship-building skills.
- Self-motivated, target-driven, and passionate about sales.
- Knowledge of financial products is an added advantage (training will be provided).
Pay: ₹25,000.00 - ₹30,000.00 per month
Application Question(s):
- Have you handled client acquisition, lead generation, or relationship management before?
- Do you have prior experience in sales, banking, insurance, financial services, or wealth management?
Work Location: In person
