Relationship Manager

About the job

Employment Type: Full-time | Work from Office Industry: Financial Services / Wealth Management A leading financial services organization is hiring Relationship Managers to drive client acquisition and deliver customized investment and wealth management solutions. This role is ideal for ambitious professionals with a strong sales mindset and interest in financial markets. Key Responsibilities • Acquire new clients through cold calls, referrals, meetings, and networking • Advise clients on Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds & Currency products • Build and maintain long-term client relationships to ensure retention • Cross-sell financial products to existing clients • Share research reports, market updates, IPOs & NFO opportunities • Maintain and grow Assets Under Management (AUM) • Support branch sales and promotional activities • Ensure timely documentation, application processing, and follow-ups • Prepare and submit regular sales reports to management Eligibility & Skills • 🎓 Graduation (Mandatory) • 📜 NISM Series V-A preferred • 💼 Minimum 6 Months year experience in Financial Sales / Broking / Wealth Management • Strong communication skills in English & Malayalam • Target-driven, client-focused attitude Salary & Benefits 💰 CTC: ₹3 LPA – ₹5 LPA (Fixed + Performance Incentives) 🎯 Attractive, uncapped incentive structure 📈 Long-term career growth in Wealth Management 📚 Exposure to diversified investment products 🏢 Strong branch & research support Why This Role? • Opportunity to work in a metro market like Chennai • High visibility, high-growth sales role • Structured career path for consistent performers 📩 Interested candidates can apply directly on LinkedIn or share their resume via DM. Contact for Immediate Apply: How to Apply 📩 Interested candidates can share their resume with: Saranya D – HR 📱 WhatsApp: 7708713030 📧 Email: saranya.d@skillactz.com 👉 Please mention “Relationship Manager” while sharing your resume.

Requirements

• Client Acquisition
• Investment Solutions
• Relationship Management
• Sales Mindset
• Financial Products Advisory

Qualifications

• Graduation
• NISM Series V-A

Preferred Technologies

• Client Acquisition
• Investment Solutions
• Relationship Management
• Sales Mindset
• Financial Products Advisory

Benefits

• Performance Incentives
• Long-term Career Growth
• Exposure to Diversified Investment Products

About the company

A leading financial services organization focused on wealth management and investment solutions.