Relationship Manager

2 days ago


Navi Mumbai, Maharashtra, India That's My Job. Full time ₹ 9,60,000 per year

We are hiring CPF Relationship manager.

This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.

Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to the firm's high-touch, client-first culture.

Engage with clients to understand their financial aspirations, life goals, and challenges

Offer structured, goal-based investment recommendations aligned with risk profiles

Coordinate periodic portfolio reviews and ensure timely service delivery

Maintain detailed client records and track follow-ups using internal systems

Contribute to internal knowledge-sharing and continuous improvement initiatives

Uphold confidentiality and integrity in every client interaction.

Contact

Job Types: Full-time, Permanent

Pay: ₹50, ₹80,000.00 per month

Education:

  • Bachelor's (Preferred)

Experience:

  • Relationship manager: 4 years (Preferred)
  • Wealth management: 4 years (Preferred)
  • CPF: 4 years (Preferred)

Work Location: In person



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