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Trinity Skill Works
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Financial Relationship Manager

Financial Relationship Manager

Trinity Skill Works

0 - 5 years

3 - 6 Lacs

thrissur aluva

Posted:17 hours ago| Platform:

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Skills Required

cross-selling mutual funds sales investment advisory portfolio management client relationship management financial advisory hni acquisition hni client handling assets under management nism wealth management hni sales pms mf equity sales investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Investments
Drive AUM growth by prospecting new clients (cold calling, referrals) and cross-selling MFs, SIPs, Insurance, & Bonds. Mandatory: Financial Advisory Module & Security Operations certifications. Bachelor's req. Strive for sales targets!

Required Candidate profile

Associate Wealth Manager (0-2 Yrs). Drive AUM/New Client Sales (MF, Insur., Bonds). BSFI sales exp. preferred. Mandatory: Financial Advisory & Security Ops Certs. Goal-oriented candidates only

Perks and benefits

High Incentives, Training, Career Growth.

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Financial Relationship Manager