Relationship Manager
4 weeks ago
We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.
Key Responsibilities:
Manage and grow relationships with existing clients to increase portfolio size and profitability.
Onboard new clients through personal networks, referrals, and business development efforts.
Assess clients’ financial goals and risk appetite to recommend suitable investment plans.
Ensure a high level of client satisfaction through prompt communication and proactive service.
Stay updated on market trends, mutual funds, insurance, and equity products to guide clients effectively.
Coordinate with internal teams for investment execution, documentation, and compliance.
Achieve monthly and quarterly business targets in terms of client acquisition and revenue.
Organize client meetings, webinars, or portfolio review sessions to strengthen engagement.
Desired Candidate Profile:
Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP preferred).
2–5 years of experience in banking, investment advisory, or wealth management.
Proven ability to retain and migrate existing client portfolios.
Excellent understanding of financial products – Mutual Funds, Bonds, Insurance, PMS, etc.
Strong communication, presentation, and client-servicing skills.
Goal-oriented with the ability to work independently and achieve targets.
Must possess a strong personal client network that can be leveraged immediately.
Key Skills:
Relationship Management | Client Acquisition | Portfolio Advisory | Financial Planning | Banking & Investments | Cross-Selling | Client Retention
-
Relationship Manager
6 days ago
Delhi, Delhi, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The position is for a Relationship Manager based in Delhi. - Candidates should have a minimum of 5 years and a maximum of 10 years of experience. - The role likely involves managing client relationships and ensuring customer satisfaction. - Strong communication and interpersonal skills are essential for success in this position. - The...
-
Relationship Manager
19 hours ago
Delhi, Delhi, India Axis Asset Management Co Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have experience in sales and business development. - The position requires strong communication and interpersonal skills. - The ideal candidate will be responsible for achieving sales targets and developing new business opportunities....
-
Relationship Manager
6 days ago
Delhi, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRelationship Manager-Affluent-Priority-Regional sales This is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to...
-
Relationship Manager
6 days ago
Delhi, Delhi, India Niva Bupa Health Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...
-
Relationship Manager
6 days ago
Delhi, Delhi, India Vaastu Naresh Full time ₹ 3,00,000 - ₹ 4,00,000 per yearJob Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 60,00,000 - ₹ 72,00,000 per yearJob Title: Team Lead – Relationship ManagerResponsibilities:Lead, guide & motivate a team of Relationship Executives.Allocate targets, monitor daily performance, and ensure achievement.Conduct field visits with team for support & training.Build and maintain strong client relationships.Prepare reports and share regular updates with...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - Mid Corporate We at Yes Bank are hiring for Relationship Manager - Mid Corporate group (Working Capital). Grade - Manager/ Senior Manager/ AVP Experience -: 5-7 years experience in working capital only. Share your updated resume now.
-
Relationship Manager
3 hours ago
Delhi, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
-
Relationship Manager
23 hours ago
Delhi, Delhi, India MedLinks Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionMedlinks offers top-tier skin maintenance therapies designed to rejuvenate and enhance your Skin . With a focus on providing the best skincare solutions, Medlinks aims to bring out the natural beauty in every individual. To learn more, visit our website: Role DescriptionThis is a full-time on-site role for a Relationship Manager, located...