Investment Relationship Manager

1 week ago


Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

We're Hiring: Investment Relationship Manager

Locations:
Across
Tamil Nadu

(
Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Vellore | Thanjavur | Tuticorin | Dindigul | Nagercoil
)

Experience:
1+ Year

Qualification:
Graduation (NISM 5 preferred)

About the Role

As an
Investment Relationship Manager
, you'll be responsible for helping clients achieve their financial goals by offering expert investment advice and promoting a range of financial products. You'll play a key role in expanding client relationships and driving portfolio growth.

Key Responsibilities

  • Acquire new clients through prospecting, referrals, and networking
  • Promote and manage financial products —
    Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds
    , etc.
  • Build and maintain strong, long-term client relationships
  • Provide personalized investment advice and market insights
  • Cross-sell products to enhance client value
  • Ensure smooth client onboarding and documentation
  • Drive growth in
    Assets Under Management (AUM)

What We're Looking For

  • Minimum
    1 year
    of experience in financial services or sales
  • Excellent communication and client relationship skills (English & Tamil)
  • Strong knowledge of financial markets and investment products
  • NISM 5 certification
    preferred

Why Join Us

100+ Openings for
Immediate Hiring

Attractive
Incentives & Fast-Track Career Growth

Work with a
Leading Financial Services Brand

Exposure to
Multi-Asset Products
and continuous learning


Apply Now | HR Connect:

Saranya D
|

Jackson J
|

|

Tag your friends or share this post

Exciting career opportunities await across
Tamil Nadu

Hiring #InvestmentRelationshipManager #FinanceJobs #WealthManagement #FinancialServices #MutualFunds #InvestmentAdvisory #ChennaiJobs #CoimbatoreJobs #MaduraiJobs #TrichyJobs #SalemJobs #ErodeJobs #TirunelveliJobs #VelloreJobs #ThanjavurJobs #TuticorinJobs #TamilNaduHiring #FinancialCareers #ApplyNow

  • Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...


  • Chennai, Tamil Nadu, India DUVEE TECHNOLOGIES PVT LTD Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Job Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...

  • Relationship Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Kotak Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...


  • Chennai, Tamil Nadu, India Axis Asset Management Co Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager Job Description Job Title- Relationship Manager Division & Department- Sales, Retail Sales Location- Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility across 100 cities. ...

  • Investment Analyst

    1 week ago


    Chennai, Tamil Nadu, India Crescent Innovation and Incubation Council (CIIC) Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Senior Manager-Investment Analyst / Portfolio ManagerEmployment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a...


  • Chennai, Tamil Nadu, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with...


  • Chennai, Tamil Nadu, India N J Macson Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role...


  • Chennai, Tamil Nadu, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat...

  • Investment Analyst

    2 weeks ago


    Chennai, Tamil Nadu, India TNIFMC Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Tamil Nadu Infrastructure Fund Management Corporation Limited (TNIFMC) is a SEBI regulated Alternative Investments Funds (AIF) manager, set up by the Government of Tamil Nadu along with leading financial institutions. TNIFMC manages focused AIFs in key sectors of the economy.TNIFMC is looking to recruit an Investment Analyst / Associate for supporting...

  • Territory Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Cholamandalam Investment and Finance Company Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), part of the Murugappa Group, has evolved from its inception in 1978 as an equipment financing entity into a leading comprehensive financial services provider. Chola offers vehicle finance, home loans, SME loans, home equity loans, loans against property, and consumer durable...