Assistant Manager Team Leader

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:
[email removed]