Relationship Manager

4 days ago


Chennai, Tamil Nadu, India Capricorne Mindframe Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Title: Relationship Manager

Experience: 6 – 8 Years

Location: Chennai & Bengaluru

Notice Period: Immediate – 30 days

We are hiring a Relationship Manager to join our team

What You'll Do

Build and nurture strong client relationships to drive growth and retention

Drive business growth by acquiring new clients and expand the client base

Promote and cross-sell Mutual Funds, AIFs, PMS, Curated Baskets, Bonds, Offshore investments

Achieve sales targets and contribute to regional revenue growth

Provide clients with investment insights and conduct regular portfolio reviews

Ensure smooth execution of transactions in compliance with regulations

What We're Looking For

6–8 years of experience in Wealth Management, Investment Advisory, or Financial Sales

Strong knowledge of mutual funds, equities, bonds, and other financial products

Excellent communication, negotiation, and client servicing skills

Proven track record in achieving sales targets and growing business

Qualifications

Bachelor's/Master's degree in Finance, Business, or related field

NISM certifications preferred

If you are passionate about relationship management and business growth in financial services, we'd love to connect with you

Interested and relevant candidates can mail your profile to



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