Digital Relationship Manager

2 days ago


Mumbai, Maharashtra, India LiquiLoans Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Title:
Digital Relationship Manager / Virtual Relationship Manager

Location:
Marol, Andheri (Mumbai)

Experience Required:
Minimum 1+ years in a similar role

About the role:

We are seeking an experienced
Digital / Virtual Relationship Manager
who has proven expertise in client engagement and selling financial products. The ideal candidate should have prior exposure to handling
Fixed Income Products
such as
Bonds, NCDs, AIFs
, and similar offerings. Candidates from the wealth management, investment advisory, or financial services industry will be given preference.

Key Responsibilities:

  • Engage with clients through digital / virtual platforms to understand their investment needs and offer suitable financial products.
  • Promote and sell
    Fixed Income Products (Bonds, NCDs, AIFs, etc.)
    to both new and existing clients.
  • Build, nurture, and maintain long-term client relationships.
  • Provide end-to-end assistance to clients including onboarding, documentation, and investment execution.
  • Stay updated with market trends and product knowledge to deliver accurate advisory.
  • Work closely with internal teams to ensure seamless service delivery.

Desired Candidate Profile

  • Minimum
    1+ year of experience
    in a similar role within financial services or investment advisory.
  • Strong knowledge and practical exposure to
    Fixed Income Products
    (Bonds, NCDs, AIFs, etc.).
  • Good communication and interpersonal skills with the ability to handle clients virtually.
  • Self-motivated, target-driven, and client-centric professional.
  • Preference will be given to candidates from wealth management, distribution houses, or investment advisory firms.

What we Offer

  • Competitive salary with performance-based incentives.
  • Opportunity to work with a fast-growing financial services organization.
  • Exposure to a wide range of investment products.
  • Professional growth and career advancement opportunities.


  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...


  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...


  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...


  • Mumbai, Maharashtra, India AnandRathi Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...


  • Mumbai, Maharashtra, India Momentus Digital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    We at Momentus Digital are looking out for a Sales person. A person who is willing to work with a start-up up of a very young and vibrant bunch of enthusiastic and smart people who are passionate about the quality of work and the value they add to their clients' lives.The primary objective of this role is to drive reach to individual agencies and...


  • Mumbai, Maharashtra, India PivotRoots Digital Private Limited Full time

    About the Role:- We are looking for a strategic and dynamic Account Manager to lead client relationships and drive digital marketing initiatives across performance, brand, social, SEO, UI/UX, and creative workstreams. - You will serve as the primary point of contact for clients and internal teams, ensuring seamless execution and measurable results across...


  • Mumbai, Maharashtra, India TND Listings Pvt Ltd | The New Door Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionTND Listings Pvt Ltd, a subsidiary of The New Door, specializes in NRI Property Management Services in Mumbai, providing comprehensive real estate solutions. We aim to make property ownership stress-free, transparent, and profitable for both domestic and international clients. Our services include property management, rental income...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India Yo Hr Consultancy Full time

    Job Title Relationship Manager - Loan Products LAP Business Loans - Location Mumbai - Experience 3 - 6 years - Work Mode 6 days week office-basedCompany Overview We are looking for a dynamic and result-driven Relationship Manager to build and manage client relationships source new customers and promote loan products such as LAP and business loans ...

  • Relationship Manager

    24 hours ago


    Mumbai, Maharashtra, India Blox Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...


  • Mumbai, Maharashtra, India Defodio Digital Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionDefodio Digital offers comprehensive digital marketing solutions including Influencer Marketing, Social Media Account Handling, Ad Film Production, and Online Reputation Management. Additionally, the company provides content writing and blogging services. Our expertise helps brands effectively connect with their audience and enhances their...