Relationship Manager

5 hours ago


Panipat, Haryana, India 5c32df99-dbb8-424a-8235-f9062d0f6d85 Full time ₹ 5,00,000 - ₹ 1,00,00,000 per year

Key Responsibilities

  • Acquire and manage HNI and affluent clients through referrals, networking, and outreach.
  • Understand client financial goals and create customized investment plans.
  • Recommend wealth products such as Mutual Funds, Insurance, Bonds, PMS, AIF, etc.
  • Conduct regular portfolio reviews and ensure high levels of client satisfaction.
  • Achieve monthly/quarterly sales and revenue targets.
  • Ensure compliance with regulatory and internal guidelines.
  • Coordinate with internal teams to ensure smooth service delivery.

Required Skills & Qualifications

  • 3–10 years' experience in Wealth Management, Financial Advisory, Private Banking, or similar roles.
  • Strong knowledge of investment products (MF, Insurance, Fixed Income, etc.).
  • Experience working with HNI clients.
  • Good communication, presentation, and relationship-building skills.
  • Bachelor's/Master's degree in Finance, Business, or equivalent.
  • Certifications such as NISM, IRDA, CFP are a plus.

What We Are Looking For

  • A professional with strong sales, advisory, and client acquisition ability.
  • Someone who is confident managing HNI relationships and achieving revenue targets.
  • Good understanding of markets, financial planning, and portfolio management.

Job Type: Full-time

Pay: ₹500, ₹10,000,000.00 per year

Benefits:

  • Health insurance
  • Paid sick time
  • Provident Fund

Application Question(s):

  • How many years of experience do you have in Wealth Management?
  • What is your Notice Period?
  • What is your Current CTC?
  • What is your expected CTC?
  • Are you comfortable with the work location (Panipat)?

  • Relationship Manager

    2 weeks ago


    Panipat, Haryana, India SAVVI SALES AND SERVICE PVT. Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Job Title: Relationship Manager (Real Estate)Location: PanipatExperience: 0–3 YearsSalary: ₹20,000 – ₹25,000 per month (Based on experience)Job Overview:We are hiring a Relationship Manager to assist and coordinate with clientsfor real estate projects. The ideal candidate should be confident,well-presented, and have excellent communication skills....


  • Panipat, Haryana, India Regalo kitchens pvt ltd Full time ₹ 30,00,000 per year

    Relationship ManagerQualification: Any GraduationLocation: PanipatSalary: Up to 3lpaJob Summary:The ideal candidate will be the point of contact for customers. This candidate will keep schedules, provide feedback, documentation, and information in order to facilitate team activity. They will also work closely with sales teams to maximize performance.Key...

  • Wealth Manager

    2 hours ago


    Panipat, Haryana, India Questa Search Partners Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Key ResponsibilitiesBusiness Development & SalesAcquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).Achieve monthly and quarterly sales targets across product categories.Utilize both personal client networks and company-provided curated leads to generate business.Conduct regular field visits to meet prospective and...

  • Sales Manager

    2 days ago


    Panipat, Haryana, India HIE LIFE GLOBAL TECHNOLOGIES PVT LTD Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description: Sales Manager – Hie LifeAbout Hie LifeAt Hie Life, we don't just build smart homes—we create living experiences. With 8+ years of expertise and 1000+ successful projects across Haryana, Tricity, and Delhi NCR, we are pioneers in smart home solutions. From automation and security to entertainment, health, and lifestyle technologies, we...

  • Sales Manager

    6 days ago


    Panipat, Haryana, India Tata Capital Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    To drive sales and ensure business targets are achieved. Good understanding of PL and BL Unsecured products. Minimum-1 to 2 yrs of expereince in retail banking/NBFC spaceAggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client...


  • Panipat, Haryana, India 138d4a60-2617-4e16-a2fe-f54da03d4874 Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    The ideal candidate will have experience in all stages of the sales cycle. They should be confident with building new client relationship and maintaining existing ones. They should have evidence of strong skills and possess good negotiation skills.ResponsibilitiesBuild relationships with prospective clientsMaintain consistent contact with existing...

  • Area Executive

    2 weeks ago


    Panipat, Haryana, India ITC Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionITC Limited is one of India's top private sector companies with a diverse presence across FMCG, Packaging, Paperboards & Specialty Papers, and Agri-Business. The company reported a Gross Revenue of ₹ 73,465 crores and EBITDA of ₹ 24,025 crores as of ITC is renowned for its sustainability practices, being the only company of its size to...


  • Panipat, Haryana, India SAVVI SALES AND SERVICE PVT. Full time ₹ 2,64,000 - ₹ 3,00,000 per year

    Profile: Field Sales & Marketing ExecutiveLocation: Panipat, HaryanaExperience: 4-5 YearsSalary: ₹22,000 – ₹25,000 per monthIndustry: Textile(Furnishing)Employment Type: Full-timeJob Summary:We are seeking a dynamic and results-driven Field Sales & Marketing Executive to joinour team in Panipat. The ideal candidate will have 4–5 years of experience...

  • Sales Executive

    2 weeks ago


    Panipat, Haryana, India aee24901-ba14-433c-9f0d-211255c4f353 Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionBASTECH Industries Pvt. Ltd., established in 2013, is a leading provider in the manufacturing, supply, trade, and servicing of a wide array of products, including water and wastewater treatment plants, ETP & STP spares, LEO Make pumps, laboratory instruments, and testing equipment. Known for their high quality and cost-effective solutions,...

  • Haryana State Lead

    5 days ago


    Panipat, Haryana, India Reliance Bio Energy Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job PurposeTo lead and optimize logistics operations for a cluster of bioenergy plants, ensuring efficient, cost-effective, and timely movement of feedstock and CNG/CBG across the supply chain.ResponsibilitiesManage inbound & outbound Movements.Work towards Value Maximization, Cost Optimization & Freight FinalizationManage transportation, warehousing, and...