Relationship Manager
4 weeks ago
Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-timeAbout Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.Key Responsibilities Manage client portfolios with a strong understanding of the security market, investment banking, insurance, and economic trends. Sound knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, bonds, and insurance products. Execute investment orders, handle policy issuance, renewals, claims, and other operational requirements. Conduct periodic client portfolio reviews, risk analysis, and financial planning discussions. Prepare and present comprehensive financial and investment proposals, reports, and presentations. Maintain accurate CRM/MIS reports for investments, insurance policies, renewals, and client activities. Proactively identify cross-selling and upselling opportunities across investment and insurance offerings. Resolve client queries, escalations, and grievances with professionalism and efficiency. Collaborate with sales, research, and product teams to deliver holistic financial solutions. Train and mentor Associate Relationship Executives (AREs) on client servicing and operational processes. Ensure process compliance, documentation accuracy, and adherence to regulatory standards. Build and strengthen long-term client relationships based on trust, service, and results.Skills Required Proven experience in Wealth Management / Operations / Client Relationship roles. Strong financial and analytical skills with working knowledge of investment and insurance products. Excellent communication (written, verbal, and presentation) skills. Proficiency in CRM tools, Google Sheets, Excel formulas, and PowerPoint presentations. Leadership qualities with the ability to manage a team and client escalations. High levels of self-motivation, discipline, and a client-first mindset. Ability to work under pressure and consistently deliver results. Strong networking skills and professional references in the finance domain.Qualifications 0–2 years of relevant experience in Wealth Management / Operations / Client Relationship Management. Graduate / Postgraduate with specialization in Finance, Commerce, or related fields. NISM certifications (10A, 12, or V) and IRDAI certification will be an added advantage.
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Relationship Manager
2 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Relationship Manager
4 weeks ago
New Delhi, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-timeAbout the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
4 weeks ago
New Delhi, India Green Start Management Consultancy Full timeJob Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai.If you have experience in NRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you!Key Responsibilities:- Acquire and...
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Relationship Manager
3 days ago
New 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,...
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Relationship Manager
4 weeks ago
New Delhi, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth ChannelCompany:Kotak Life InsuranceLocation:Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and MutualFund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅ Professionals...
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Relationship Manager
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .- Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description-Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
4 weeks ago
New Delhi, India Zyoin Group Full timeRelationship Manager Location- Mumbai and Hyderabad Exp- 3- 10 Yrs Relevant exp - 2 Yrs min in B2B Sales, handling Onboarding and recruitment of IFA and client acquisitionJob title: Relationship ManagerTerms: PermanentRequirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs...
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Relationship Manager
1 day ago
New Delhi, India Green Hedge Capital Full timeLocation:Amritsar |Full-timeAbout Green Hedge Capital AtGreen Hedge Capital, we believe that true wealth is built ontrust, discipline, and personalized guidance. As a holistic financial firm, we offer a complete range of wealth management services — from investments and stock broking to insurance and portfolio management — all under one roof. Our goal is...
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Relationship Manager
3 weeks ago
New Delhi, India GramPro Business Services Pvt. Ltd. Full timeWe are Hiring for a Scheduled Commercial Bank!Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to:Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...
