Relationship Manager

2 hours ago


Pune, Maharashtra, India Infinityarthvishva Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Description:

The Relationship Manager (RM) is responsible for developing and maintaining long-term relationships with clients by providing comprehensive financial advisory solutions across investments, insurance, and loan products. The role requires a blend of sales acumen, client servicing skills, and financial knowledge to help clients achieve their financial goals while contributing to the companys business growth.

Roles & Responsibilities:

  • Acquire new clients through networking, referrals, and lead generation.
  • Understand client needs and recommend suitable financial products (Mutual Funds, Insurance, Loans, etc.).
  • Maintain strong relationships with existing clients through regular follow-ups and portfolio reviews.
  • Ensure client satisfaction by delivering timely support and personalized financial solutions.
  • Achieve assigned business targets in terms of revenue and product mix.
  • Cross-sell and upsell multiple financial products to maximize client value.
  • Maintain accurate client data and interaction history using CRM tools.
  • Ensure adherence to company policies and regulatory compliance.
  • Coordinate with internal teams for smooth execution of client transactions.


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