Wealth Relationship Manager

Designation: Assistant Manager / Senior Executive Investment Sales Hiring Company: Leading Financial Services Company (500+ Branches Across India) Recruitment Partner: Advenxa Recruitment Locations: Thrissur | Palakkad | Calicut Openings: 5 Positions in Each Location CTC: 4.5 LPA 6 LPA (Max up to 7 LPA for top performers) Role Overview If you have experience in selling: Demat & Trading Accounts Mutual Funds & SIP Portfolio Management Services (PMS Insurance Investment Policies Wealth / Investment Advisory Products Key Responsibilities Acquire new clients for investment & wealth products Drive revenue through cross-selling financial products Maintain long-term relationships with retail & HNI clients Achieve monthly & quarterly sales targets Conduct portfolio reviews & client meetings Generate brokerage & investment revenue Requirements Minimum 2+ years experience in investment / financial product sales Experience in broking firms, NBFCs, banks, wealth firms preferred Strong knowledge ...