
Relationship Manager
4 weeks ago
Location: Pune / Chennai
Experience: 2–3 years in client servicing, wealth management, or financial services
Key Responsibilities:
- Acquire and manage Treasures clients via digital and remote channels
- Provide investment and insurance advisory in collaboration with specialists
- Conduct regular portfolio reviews and deepen client relationships
- Ensure smooth onboarding and service delivery through digital tools
- Promote cross-sell opportunities to increase wallet share
- Maintain compliance with regulatory and internal policies
Requirements:
- 2–3 years of relevant experience in financial services or wealth management
- Familiarity with investment and insurance products (AMFI/IRDAI certification preferred)
- Strong communication and relationship-building skills
- Comfortable with digital tools and remote engagement
- Graduate degree in Finance, Business, or related discipline (MBA preferred)
- Fluency in English and Hindi; regional languages a plus
Core Competencies:
- Client-focused and sales-driven mindset
- Effective communication and interpersonal skills
- Ability to manage ambiguity and drive results remotely
- Strong teamwork and collaboration with internal stakeholders
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