Relationship Manager
1 week ago
About GoalFi GoalFi is a research-driven fintech platform that leverages technology and data to empower investors with smart, transparent, and goal-oriented investment solutions. Our mutual fund distribution vertical focuses on making access to quality funds seamless and research-informed for investors. Role Overview We’re looking for a Relationship Manager – Mutual Fund Distribution to drive client engagement, educate investors about mutual fund products, and grow GoalFi’s distribution business. This is a distribution-focused role, operating under GoalFi’s registered mutual fund distribution entity — not involved in research advisory activities . Key Responsibilities Acquire and manage clients for GoalFi’s mutual fund offerings. Explain mutual fund categories, performance, and suitability based on investor profiles. Conduct investor education sessions, webinars, and client engagement initiatives. Manage onboarding, documentation, and servicing through digital and offline channels. Coordinate with the product and operations teams to ensure smooth execution and client satisfaction. Required Skills & Qualifications Graduate / Postgraduate in Finance, Commerce, or related field. NISM V-A (Mutual Fund Distributor) certification mandatory. 2–6 years of experience in mutual fund sales, distribution, or wealth management. Strong understanding of mutual fund categories, SIPs, and product positioning. Excellent communication and relationship-building skills. Why Join GoalFi? Be part of a fast-growing fintech expanding its distribution network. Work with a research-backed fund selection process. Transparent, merit-based growth opportunities. 4L-6L+ CTC + performance-based incentives. Interested? Apply now or DM us if you’re passionate about helping investors make informed mutual fund decisions.
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Relationship Manager
4 days ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - Affluent-AFFLUENT-Relationship ManagerAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking...
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Relationship Manager
4 days ago
Hyderabad, Telangana, India Versatile Commerce Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob Title:Relationship ManagerLocation:Hyderabad (WFO)Experience:2–5 YearsAbout The RoleWe are looking for a dynamic and client-focused Relationship Manager to manage and grow our portfolio of clients. The ideal candidate will have excellent communication skills, a strong understanding of client needs, and the ability to build long-lasting business...
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India AVS Skills Academy Full time ₹ 4,50,000 - ₹ 9,00,000 per yearRelationship Manager responsible for managing clients for Home Loans, Mortgage Loans, Gold Loans & LAP. Drive sales, build strong relationships, achieve targets, ensure excellent customer service . We have Openings for Entire Andhra and Telangana
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Relationship Manager
4 weeks ago
Hyderabad, India Intellectt Inc Full timeAbout US:Intellectt Inc., founded in 2018 and based in New Jersey, is a IT development, and digital transformation company specializing in healthcare, life sciences, engineering, IT, and automotive sectors. It provides services in medical devices, pharma, product development, and regulatory affairs. In 2023, it expanded by acquiring U.S. Electronics, now...
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Relationship Manager
1 week ago
Hyderabad, Telangana, India KG Engineering & Consultancy Full time ₹ 5,00,000 - ₹ 20,00,000 per yearJob SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...
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Relationship Manager
4 days ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRelationship Manager - Business Banking-PRIORITY-Regional sales Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and...
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Relationship Manager
6 hours ago
Hyderabad, Telangana, India Alice Blue Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAlice Blue is a stock brokerage firm with over 18 years of experience, offering smart, user-friendly tools for investing and trading needs. We provide ₹0 account opening charges and a flat ₹20 per order for equity, intraday, and F&O trades. With access to NSE, BSE, MCX, and NCDEX, clients can trade across equity, commodity, and...
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India BankersKlub Full time ₹ 6,00,000 - ₹ 18,00,000 per yearAbout Us:BankersKlub is India's first and only Fintech aggregator platform built and designed exclusively for former/retired bankers. The platform redeploys India's pool of experienced former bankers, leveraging their diverse and regulatory expertise, credit knowledge, and above all, grassroots understanding of the financial ecosystems. It also serves as a...
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Dishha Staffing Services Full time ₹ 4,00,000 per yearJob descriptionPosition: Relationship Manager Home Loan & Loan Against Property (HL & LAP)Locations : Andhra Pradesh and TelanganaEducational & : Any graduate degreeExperience: Minimum 1+ year experience into Home Loans / LAPSalary: Up to 4LPA (inclusive of fixed + variable components)Job Description:We are seeking dynamic and results-driven Relationship...
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Relationship Manager
6 days ago
Hyderabad, Telangana, India CSB Bank Full time ₹ 20,00,000 - ₹ 50,00,000 per yearBLG - Relationship Manager - Rising Enterprise Group (REG)| Hyderabad i. Manage existing relationship of REG Customers ii. Managing especially high value Clients and ensure stickiness over a longer period of time through enhanced engagement iii. Acquire new relationship in the defined business segment iii. To increase asset book of Bank iv....
