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Investment Relationship Manager

Trinity SkillWorks Private Limitedmulti, Karnataka, IndiaPosted 19 May 2026

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

Quality 40/1004/5 clarityTier 2 company

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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