Client Relationship Manager

4 hours ago

Bengaluru, Karnataka, India PlatonPrime Full time ₹ 3,00,000 - ₹ 4,20,000 per year

Client Success & Growth Manager

Position: Relationship Manager

Location: Onsite – Girinagar, Bengaluru

Work Schedule: 6-day work week

Base Salary Range: ₹25,000 – ₹35,000/month

Experience: 1–2 years in Portfolio Management or Investment Advisory

About Equityna

Equityna is a 13-year-old Portfolio Management and Strategy Advisory firm, managing ₹20 crore across 250 clients. As we scale our business team, we seek a Relationship Manager who thrives on trust-building, client education, and strategic upselling.

Key Responsibilities

  • Manage and nurture relationships with 250+ existing clients
  • Conduct periodic client reporting and performance reviews
  • Handle objections and concerns during volatile market conditions
  • Upsell and cross-sell relevant investment strategies and services
  • Lead onboarding of new clients with a consultative approach
  • Deliver impactful presentations in meetings and industry events
  • Collaborate with internal teams to ensure client satisfaction
  • Maintain CRM hygiene and client communication logs

Ideal Candidate Profile

  • 1–2 years of experience in a Portfolio Management or Wealth Advisory firm
  • Strong interpersonal, client management and consultative selling skills
  • Ability to simplify complex financial concepts for clients
  • Proficient in PPT presentations and client-facing communication
  • Self-driven, empathetic, and customer-first mindset
  • Comfortable working in a structured, non-target-pressure environment

Job Types: Full-time, Permanent

Pay: ₹25, ₹35,000.00 per month

Ability to commute/relocate:

  • Bangalore City, Karnataka: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • The role base salary Rs 25,000 to Rs 35,000, if you are happy with the salary please apply for the role

Experience:

  • Customer relationship management: 1 year (Preferred)
  • Account management: 1 year (Preferred)
  • Financial services: 1 year (Preferred)

Language:

  • English (Preferred)
  • Kannada (Preferred)
  • Hindi (Preferred)

Location:

  • Bangalore City, Karnataka (Preferred)

Willingness to travel:

  • 25% (Preferred)

Work Location: In person

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