Relationship Manager
7 days 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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Preferred Relationship Manager
5 days ago
hyderabad district, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Relationship Manager
3 days ago
hyderabad district, India Invoicemart Full timeWe 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...
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Preferred Relationship Manager
7 days ago
raipur district, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Account Relationship Manager
5 days ago
chennai district, India Schoolcanvas.com Full timeCompany 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...
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Client Relationship Manager
1 week ago
chennai district, India TECEZE Full timeAbout 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...
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Relationship Manager
4 days ago
Mumbai City District, India ICICI Lombard Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob 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...
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Relationship Manager
7 days ago
bangalore district, India The Wedding Company Full timeJob 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...
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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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Senior Relationship Manager
1 week ago
chennai district, India AssetPlus Full timeRole: 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...
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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...