Relationship Manager

1 week 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

    2 weeks ago


    Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 6,40,000 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

    2 weeks 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

    14 hours ago


    Delhi, Delhi, India Vaastu Naresh Full time

    Job Summary:We are looking for a proactive and dynamic Relationship Manager to build and maintain strong client relationships, ensure client satisfaction, and support business growth. The ideal candidate will act as the key point of contact between clients and the organization, handling queries, managing appointments, and promoting our services...

  • Relationship Manager

    21 hours ago


    Delhi, Delhi, India Niva Bupa Health Insurance Full time

    Company DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...

  • Relationship Manager

    2 weeks 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...


  • Delhi, Delhi, India Synergy Plus Full time

    Dear Candidate,Were Hiring: Relationship ManagerCASA | Leading Private BankPosition:Relationship Manager CASAGrade:AM/DMExperience Required:2+ Years in CASA,Role OverviewWe are looking for an experiencedRelationship Manager (Branch Banking)portfolios management for a reputedprivate sector bank. The ideal candidate will be responsible for delivering...

  • Relationship Manager

    2 weeks 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

    2 weeks 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...


  • Delhi, Delhi, India RS Wealth Management Pvt. Ltd. Full time

    Company DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...


  • Delhi, Delhi, India Planify Capital Limited Full time ₹ 12,00,000 - ₹ 30,00,000 per year

    Company DescriptionPlanify Capital Limited is a leading platform that empowers investors to access exclusive investment opportunities in India's unlisted private market, including Pre-IPO, SMEs, startups, and unicorns. With over 600 unlisted investment opportunities and a network of 95,000+ investors, partners, and founders, Planify has successfully...