Senior Relationship Manager

3 weeks ago

Gurugram, India ZFunds Full time

Job Title: Relationship Manager Experience Required: 3+ years Location: Gurgaon Joining: Immediate joiners only Education: Graduate Working Days -Mon to Sat About ZFunds ZFunds is on a mission to democratize personal finance across Bharat. While financial products have become more accessible, they’re still seen as an urban luxury. We're here to change that. We believe that small-town India deserves access to better financial advice and investment opportunities – beyond traditional options like LIC. We’re growing fast and are looking for passionate individuals who want to grow with us. If you’re someone who thrives in a dynamic, customer-focused environment and is excited about making a real impact — this opportunity is for you. Learn more about us: Website Android App | iOS App Role & Responsibilities As a Relationship Manager, you will be responsible for building and nurturing client relationships while driving sales of investment products like Mutual Funds, Fixed Deposits. - Build and maintain strong B2B relationships with customers and channel partners - Promote and sell investment products through consultative sales approaches - Manage client portfolios and provide regular updates and insights - Address and resolve customer queries in a timely and professional manner - Meet and exceed monthly targets and performance metrics - Experience in handling HNI clients. - Keep records updated in the CRM and provide periodic reports to leadership Requirements - 3+ years of experience in a client-facing role (Financial Services preferred) - Must hold a valid NISM certification - Proven track record of achieving sales or relationship targets - Proficient in MS Office and familiar with CRM tools - Strong communication, negotiation, and problem-solving skills - Customer-first mindset with a proactive and enthusiastic approach - Must be available to join immediately - Working Days – Mon to Sat

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India Sàwai Capital Full time

    Sàwai Capital | Boutique Alternatives & InvestmentsSàwai Capital is a privately held, boutique alternative investment platform focused on secured private credit with focus on real-estate-backed investment structures for HNIs, UHNIs, and Family Offices.We are seeking a Senior Relationship Manager to strengthen Sàwai Capital’s access to high-net-worth...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India Sàwai Capital Full time

    Sàwai Capital | Boutique Alternatives & Investments Sàwai Capital is a privately held, boutique alternative investment platform focused on secured private credit with focus on real-estate-backed investment structures for HNIs, UHNIs, and Family Offices. We are seeking a Senior Relationship Manager to strengthen Sàwai Capital’s access to high-net-worth...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India Sàwai Capital Full time

    Sàwai Capital | Boutique Alternatives & Investments Sàwai Capital is a privately held, boutique alternative investment platform focused on secured private credit with focus on real-estate-backed investment structures for HNIs, UHNIs, and Family Offices. We are seeking a Senior Relationship Manager to strengthen Sàwai Capital’s access to high-net-worth...

  • Relationship Manager

    2 days ago

    Gurugram, India PinnacleU Full time

    💻 Position: Relationship Manager📍Location: Gurugram🗓️ Working Days: Monday-Saturday (Saturdays WFH)⏰ Work Timings: 10AM - 7PM📌 Experience Required: 5+ years🤝 Client: Leading Business SchoolRole Overview:We are looking for someone who will build, nurture and scale relationships with CXOs, renowned professors, thought leaders, and...

  • Relationship Manager

    2 days ago

    Gurugram, India PinnacleU Full time

    💻 Position: Relationship Manager📍Location: Gurugram🗓️ Working Days: Monday-Saturday (Saturdays WFH)⏰ Work Timings: 10AM - 7PM📌 Experience Required: 5+ years🤝 Client: Leading Business SchoolRole Overview:We are looking for someone who will build, nurture and scale relationships with CXOs, renowned professors, thought leaders, and...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India ZFunds Full time

    Job Title: Relationship Manager Experience Required: 3+ years Location: Gurgaon Joining: Immediate joiners only Education: Graduate Working Days -Mon to Sat About ZFunds ZFunds is on a mission to democratize personal finance across Bharat . While financial products have become more accessible, they’re still seen as an urban luxury. We're here to change...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India ZFunds Full time

    Job Title: Relationship Manager Experience Required: 3+ years Location: Gurgaon Joining: Immediate joiners only Education: Graduate Working Days -Mon to Sat About ZFunds ZFunds is on a mission to democratize personal finance across Bharat . While financial products have become more accessible, they’re still seen as an urban luxury. We're here to change...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India ZFunds Full time

    Job Title: Relationship ManagerExperience Required: 3+ yearsLocation: GurgaonJoining: Immediate joiners onlyEducation: GraduateWorking Days -Mon to SatAbout ZFundsZFunds is on a mission to democratize personal finance across Bharat. While financial products have become more accessible, they’re still seen as an urban luxury. We're here to change that. We...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India ZFunds Full time

    Job Title: Relationship ManagerExperience Required: 3+ yearsLocation: GurgaonJoining: Immediate joiners onlyEducation: GraduateWorking Days -Mon to SatAbout ZFundsZFunds is on a mission to democratize personal finance across Bharat. While financial products have become more accessible, they’re still seen as an urban luxury. We‘re here to change that. We...

  • Senior Relationship Manager

    3 weeks ago

    Gurugram, India ZFunds Full time

    Job Title: Relationship ManagerExperience Required: 3+ yearsLocation: GurgaonJoining: Immediate joiners onlyEducation: GraduateWorking Days -Mon to SatAbout ZFundsZFunds is on a mission to democratize personal finance across Bharat. While financial products have become more accessible, they’re still seen as an urban luxury. We're here to change that. We...