Relationship Manager

24 hours ago

Chennai, Tamil Nadu, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Description

Founded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of emerging affluent, affluent, and high-net-worth individuals. Centricity champions the values of consistency, stability, and personalization while enabling wealth management professionals to prioritize their clients' interests over institutional demands. With a boutique approach and institutional-grade solutions, Centricity ensures a seamless family office experience for investors.

Role Description

The Relationship Manager role is a full-time, on-site position based in Chennai. The primary responsibilities include building and nurturing strong client relationships, understanding clients' financial goals, and offering tailored investment solutions. The role involves providing personalized guidance to investors, ensuring a seamless client experience, and actively collaborating with internal teams to address client needs. The Relationship Manager will also identify new business opportunities to contribute to the company's growth.

Qualifications

  • Strong skills in client relationship management, communication, and interpersonal interactions to build and maintain trust with clients.
  • Knowledge of financial markets, investment products, and wealth management practices to provide relevant solutions.
  • Experience in business development and client acquisition to help drive revenue growth and scale opportunities.
  • Organizational and multitasking abilities to manage and prioritize diverse client portfolios and partner with different internal teams effectively.
  • Proficiency with investment management software tools and digital platforms, along with a comfort level navigating a technology-driven environment.
  • Ability to work independently while collaborating within a team setting to meet and exceed client and company objectives.
  • Bachelor's degree in Business, Finance, Economics, or a related field; additional certifications like CFP, CFA, or equivalent are advantageous.

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Kaarlo Training & HR Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job OverviewWe are seeking a Fresher for the position of Relationship Manager based in Chennai. This full-time role requires candidates to engage with our clientele, build relationships, and ensure customer satisfaction. Candidates can have 0 to 1 year of relevant experience in a similar field. As a Relationship Manager, you will play a critical part in...

  • Relationship Manager

    24 hours ago

    Chennai, Tamil Nadu, India Kotak Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...

  • Relationship Manager

    6 days ago

    Chennai, Tamil Nadu, India Full Basket Property Services Pvt Ltd Full time ₹ 3,00,000 - ₹ 9,00,000 per year

    Company DescriptionFull Basket Property is the fastest-growing company in the online real estate space. With a vision to become a one-stop-shop for all kinds of real estate needs, Full Basket Property aims to make the real estate experience seamless and efficient for clients. Our commitment is to provide excellent service and comprehensive solutions to meet...

  • Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India Matrimony Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company Description Ltd is India's first pure-play Consumer Internet Company to get listed, recognized for its flagship brand BharatMatrimony, the largest and most trusted matrimony brand. The company provides matchmaking and marriage-related services through websites, mobile sites, mobile apps, and 130+ company-owned retail outlets. is a certified Great...

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Indusind Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: Relationship Manager PSUReporting To: Zonal HeadDepartment: PSU Business GroupLocation - ChennaiPosition SummaryThe Relationship Manager – PSU is responsible for acquiring, managing, and deepening relationships with Public Sector Enterprises, including Central and State Government undertakings and departments. The role focuses on driving...

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Ensureti Insurance Broking Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Looking for a dynamic Motor Insurance Relationship Manager to drive sales, manage client relationships, and ensure excellent service delivery. Must have 2–5 yrs of motor insurance or sales experience. Apply now to grow your career

  • Relationship Manager

    2 weeks ago

    Chennai, Tamil Nadu, India CH Solutions Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerAbout Us:We at CLAP HANDS, a leading consulting and placement firm, are hiring experienced candidates for direct payroll positions with our esteemed client companies across various domains.This is an opening for our client company.Job Description:We are seeking a dynamic and customer-focused Relationship Manager to build and...

  • Relationship Manager

    18 hours ago

    Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time ₹ 60,00,000 - ₹ 72,00,000 per year

    Position SummaryThe Relationship Manager (RM) is responsible for building and managing strong customer relationships, driving insurance sales, and delivering excellent service. The role involves understanding customer needs, recommending suitable insurance solutions, managing partner relationships (if applicable), and achieving sales and service targets.Key...

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India Dishha Staffing Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position: Banking Relationship Manager (HL & LAP)Experience: 1 - 4 YearsLocation: Madurai - Simmakkal, Madurai - Pudur, Madurai - Kamarajar Salai, Madurai - KK Nagar, Madurai - Thirunagar, Rajapalayam, Kovilpatti, Melur, Ponnamaravathy, Palani, OddanchatramJob Description:We are looking for a proactive and customer-focused Banking Relationship Manager with...

  • Relationship Manager

    1 week ago

    Chennai, Tamil Nadu, India 2coms Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    SUMMARY *IndieTalent* is a global recruitment and staffing solutions firm under the 2COMS Group. It connects skilled professionals with career opportunities across multiple countries while helping businesses access top talent worldwide. With expertise in domestic and international hiring, IndieTalent supports clients in sectors like IT, healthcare,...