Relationship Manager

6 days ago

Delhi, Delhi, India Wiky Waky Woo Full time ₹ 6,00,000 - ₹ 14,00,000 per year

Job Title: Financial Planner/Wealth manager

Location: Dwarka, New Delhi

Experience: 2–3 years

Key Responsibilities:

  1. Existing Client Relationship Management

● Manage and review existing client investment portfolios. ● Conduct portfolio analysis and make necessary adjustments. ● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning. ● Create and enforce financial goal plans to meet clients' long-term objectives.

  1. New Client Acquisition & Relationship Management

● Acquire new clients through: ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources ● Conduct financial planning and analysis for new clients. ● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.

  1. Sales & Business Development

● This is a sales-driven role with KRAs directly linked to revenue generation. ● Onboard prospects from your own business book/network. ● Cross-sell financial instruments based on client needs. ● Utilize corporate networks to organize financial awareness sessions.

  1. Additional Responsibilities

● Conduct initial portfolio screening for prospective clients. ● Maintain and update MIS reports. ● Present periodic performance reviews and achievements.

Candidate Profile:

● Strong communication and interpersonal skills to build long-term client relationships.

● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.

● Self-motivated, flexible, and able to manage multiple priorities simultaneously.

● Willingness to work in a boutique financial solutions company.

● Must possess a personal laptop.

● CWM Certification is an added advantage.

● Graduate or Postgraduate degree required.

● Minimum 2+ years of experience.

● Own book of business is mandatory

Job Type: Permanent

Pay: ₹600, ₹1,400,000.00 per year

Work Location: In person

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Team Leadership

    1 week ago

    Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Role: Team LeaderIndustry: Financial ServicesDepartment: SalesEmployment Type: Full-time, PermanentExperience Required: 7+ years (Preferably in Loans/Advances Sales Leadership)Salary - 20K to 40KResponsibilities:Drive the team to achieve and exceed monthly loan sales targets.Recruit, mentor, and lead a high-performing sales team.Foster strong relationships...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Axis Asset Management Co Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Relationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have experience in sales and business development. - The position requires strong communication and interpersonal skills. - The ideal candidate will be responsible for achieving sales targets and developing new business opportunities....

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Skywings Advisors Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Relationship Manager is responsible for acquiring, managing, and growing customer relationships by offering banking products and ensuring excellent client servicing. Required Candidate profileCandidates should have minimum 1 yr experience in BFSI/Fintech sales.

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India MedLinks Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionMedlinks offers top-tier skin maintenance therapies designed to rejuvenate and enhance your Skin . With a focus on providing the best skincare solutions, Medlinks aims to bring out the natural beauty in every individual. To learn more, visit our website: Role DescriptionThis is a full-time on-site role for a Relationship Manager, located...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India The Headway Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.Role DescriptionThis is a...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DescriptionAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India PVAR SERVICES Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title:Relationship ManagerLocation:DelhiExperience:Minimum 1 YearWorking Days:Rotational OffOverview:A leadingtech product organizationis looking for a dynamic and results-drivenRelationship Managerto manage client relationships, drive direct sales, and ensure high customer engagement. The ideal candidate will have prior experience inB2C salesand be...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India BS2 Hire Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Manage client relationships for mutual funds, NISM certification, demat services, equity broking, stock market knowledge.* Acquire HNIs through relationship building and stock broking expertise.Sales incentives

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Ambiraj Consulting Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. Required Candidate profileBanking Experience Existing client base New client onboarding