Job Role: Relationship Manager

Location: Cochin & Trivandrum.
Experience: 2 –3 Years

Job Summary:

To build, manage, and grow a portfolio of clients by transitioning them from transaction-led broking relationships to long-term, product-based wealth solutions, driving AUM growth, product penetration, and client retention. “This role is designed for professionals who want to build long-term wealth relationships, not chase A/c opening & short-term trading volumes. Success is measured by AUM growth, client outcomes, and trust.

Key Requirements:

• Education: Graduate in any discipline (minimum qualification).
• Experience: 2–3 years of experience in Wealth Management, Private Banking or Investment Advisory, Broking, BFSI Sales, or Investment Product Sales. Experience in product distribution preferred over pure broking roles

 Skills & Competencies:

Technical / Product Skills

• Strong understanding of wealth products: MF, PMS, AIF, Bonds, Insurance.
• Basic knowledge of asset allocation and portfolio construction.
• Ability to explain complex products in simple, client-friendly language.

Behavioural Skills

• Consultative selling mindset (advisor, not trader).
• Strong relationship-building and communication skills.
• High ownership, discipline, and long-term orientation.
• Comfort with targets linked to AUM and retention.