Relationship Manager

7 days ago


hyderabad district, India GoalFi Full time

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.



  • hyderabad district, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...


  • hyderabad district, India Invoicemart Full time

    We have an opportunity for Relationship Manager & Client Relationship Manager with INVOICEMART - A.Treds. Relationship Manager - Hyderabad Client Relationship Manager - Hyderabad A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from...


  • raipur district, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...


  • chennai district, India Schoolcanvas.com Full time

    Company Description Schoolcanvas, formerly known as Parentsalarm.com, is a prominent cloud-based School ERP and mobile apps company. Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including attendance tracking, examination management, online fee collection, school bus/GPS tracking, and performance...


  • chennai district, India TECEZE Full time

    About the Role IT Services - CRM Location: Chennai/Mumbai/Bangalore/Delhi/Hyderabad The role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services. Responsibilities Maintain and establish...


  • Mumbai City District, India ICICI Lombard Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: add Operations Service Relationship Executive (Health Insurance) Department: Operations / Client Services Location: Mumbai Employment Type: Full-timeJob Summary: We are seeking a client-focused and detail-oriented Operations Service Relationship Manager (RM) to oversee post-sales service operations and relationship management for insurance...


  • bangalore district, India The Wedding Company Full time

    Job Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...


  • Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship 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...


  • chennai district, India AssetPlus Full time

    Role: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...


  • Hyderabad, Telangana, India Versatile Commerce Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job 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...