Investment Relationship Manager
Trinity SkillWorks Private Limited is hiring an Investment Relationship Manager to build client relationships and drive portfolio growth in wealth management. The role involves client acquisition, promoting financial products like equity and mutual funds, and providing investment advice. Candidates need at least one year of experience in financial services or sales and strong communication skills. The position is based across multiple locations in Karnataka.
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Experience
1+ years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
Trinity SkillWorks Private Limited is hiring an Investment Relationship Manager to build client relationships and drive portfolio growth in wealth management. The role involves client acquisition, promoting financial products like equity and mutual funds, and providing investment advice. Candidates need at least one year of experience in financial services or sales and strong communication skills. The position is based across multiple locations in Karnataka.
TAL's take
Tier 2 company with clearly defined role, but standard sales/relationship management scope.
Clear role expectations and responsibilities for a relationship manager, though standard for the industry.
Must haves
- Minimum 1 year of experience in financial services or sales
- Excellent client handling and relationship-building skills
- Strong communication skills in English and local language
- Knowledge of financial markets and investment products
About the company
unfamiliar company, default mid-tier
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