Assistant Manager Team Leader at THE Trinity International in Kochi

Trinity Finvest is looking for an Assistant Manager Team Leader to join our growing Business Development team.

This is an exciting opportunity for a Wealth Management / Financial Services professional who is passionate about client acquisition, investment solutions, business growth and team leadership.

The selected candidate will be responsible for building HNI/UHNI client relationships, driving AUM and revenue growth, and leading a team of Relationship Managers towards achieving business objectives.

If you are someone who enjoys client interaction, business development and building high-performing teams, this role could be a great opportunity to grow with Trinity Finvest.

Key Skills

• Wealth Management
• HNI / UHNI Client Acquisition
• Relationship Management
• Investment Advisory
• Portfolio Management
• AUM Growth
• Business Development
• Revenue Generation
• Team Leadership & Team Handling
• Client Retention
• Cross-selling & Upselling
• Financial Products & Markets
• Communication & Negotiation
• Customer Relationship Management

Key Responsibilities

Business Growth

• Drive revenue and AUM growth for the team and branch.
• Acquire and develop HNI/UHNI client relationships.
• Identify new business opportunities and achieve defined business targets.
• Drive cross-selling and upselling of relevant financial products.
• Build strong, long-term and multi-level client relationships.

Team Leadership

• Lead, mentor and guide Relationship Managers.
• Monitor team productivity and business performance.
• Support team members in achieving individual and team targets.
• Conduct regular training, knowledge-sharing and performance sessions.
• Build a motivated and performance-oriented team.

Client & Portfolio Management

• Conduct regular portfolio reviews and provide advisory support.
• Ensure portfolio quality and client retention.
• Coordinate with Product and Research teams to develop suitable client solutions.
• Ensure timely resolution of client concerns and service requirements.

Process & Compliance

• Ensure adherence to internal processes, compliance and operational standards.
• Monitor timely closure of client and operational requests.
• Maintain high standards of customer service and satisfaction.

Candidate Profile

We are looking for a driven and commercially oriented professional who can combine strong client relationships with team leadership.

Ideal candidate:

• MBA (Finance) / CA / CFA or equivalent qualification.
• 1–2 years of experience in Wealth Management / Financial Services.
• Experience in HNI/UHNI client acquisition and relationship management will be an advantage.
• Prior experience in team handling/team leadership preferred.
• Strong understanding of investment products, financial markets and portfolio management.
• Strong business development and revenue-generation orientation.
• Excellent communication, interpersonal and client management skills.
• NISM / AMFI certification preferred.
• CFA / CFP will be an added advantage.

Compensation

CTC: 4.2 – 4.8 LPA
+ Performance-Based Incentives

Compensation will be aligned with experience, role fit and performance.

Why Join Trinity Finvest?

At Trinity Finvest, this is more than just a sales role. You will have the opportunity to:

Build & Lead
Take ownership of business growth and develop a high-performing team.

Work with HNI/UHNI Clients
Build meaningful, long-term relationships with affluent clients.

Grow Your Wealth Management Expertise
Gain deeper exposure to investment advisory, portfolio management and financial products.

Career Growth
An opportunity to grow with a developing financial services organisation.

Performance-Driven Culture
Your contribution and business performance are recognised.

Continuous Learning
Work closely with experienced professionals and Product/Research teams.

Job Details

Position: Assistant Manager – Team Leader
Department: Business Development
Industry: Financial Services / Wealth Management
Experience: 2–5 Years
Location: Kochi, Thrikkakara
Employment Type: Full-Time
CTC: 4.2 – 4.8 LPA + Performance-Based Incentives

Interested?

If you are ready to lead, grow and build a career in Wealth Management, we would love to hear from you.

Send your CV to:
hr@trinityfinvest.co.in