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Wealth Manager

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Onsite

Wealth Manager

Manmuk Creations

Wealth Manager

25 days ago

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Important information


Contract type:

Permanent

Location:

Kochi, Kerala, India

Work mode:

Onsite

Published on:

13 October 2026

What they need


Job highlights

  • 2-4 yrs in financial services with experience in retail broking, wealth management, or investment advisory
  • Acquire retail clients for Equity Trading/Demat accounts and facilitate account opening

The Sales Mgr will be responsible for acquiring retail clients interested in opening Equity Trading/Demat accounts. The candidate will act as the first point of contact in the client lifecycle,facilitating account opening/ensuring a smooth transition

Required Candidate profile

2-4 yrs in financial services,preferably in retail broking,wealth management,investment advisory roles.
Prior experience in client acquisition,equity market sales,cross-selling investment products

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