Sr. Relationship Manager

5 hours ago


Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time ₹ 3,18,000 - ₹ 10,78,399 per year

Job Title: Relationship Manager

Location: Chennai

Company: Shree Consultants – Wealth Management & Investment Advisory

About the Company

Shree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. We specialize in personalized financial planning, investment advisory, and digital-enabled client servicing.

About the Role

We are looking for a motivated Relationship Manager to drive client acquisition, build strong client relationships, and provide customized financial solutions. The role involves outbound calling, cold calling, lead generation, and client meetings.

Key Responsibilities

  • Build and maintain strong client relationships; understand financial needs and offer tailored solutions.
  • Make effective cold calls and fix appointments for meetings.
  • Meet clients in person after scheduling appointments.
  • Generate new leads and expand the client base.
  • Manage a portfolio of clients and provide ongoing investment advice.
  • Upsell, cross-sell, and obtain referrals to grow business.
  • Monitor portfolio performance and update clients regularly.
  • Stay updated on financial products, market trends, and regulatory requirements.
  • Coordinate with CST for client KYC.
  • Ensure high-quality client experience from pre-sales to post-sales.

Qualifications

  • UG/PG in any discipline.
  • Minimum 8 years of wealth management experience, including 5 years in leadership.
  • Strong financial planning and investment knowledge.
  • Proficiency in Excel and excellent communication skills.
  • Proven track record in achieving sales targets.
  • Experience in end-to-end sales preferred.

Job Types: Full-time, Permanent

Pay: ₹318, ₹1,078,399.09 per year

Benefits:

  • Health insurance

Work Location: In person



  • Chennai, Tamil Nadu, India Job24by7 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...


  • Chennai, Tamil Nadu, India ce047deb-c687-465f-b328-330fb3db5ef6 Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionCAFS group is a conglomerate among India's top leading private sector headquartered in Chennai, India. The company was originally formed as an investment consulting firm by young masterminds to deliver the right mix of investments to individuals. CAFS is the flagship company of financial individuals with rich experience in investments,...


  • Chennai, Tamil Nadu, India RenewBuy Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Position: Relationship Manager / Sr. Relationship Manager / Key Relationship Manager / Premier Relationship ManagerLocation: Hyderabad/ Chennai/ BangaloreJob Title: Direct Sales Force ManagerABOUT RENEWBUYRenewBuy, launched in 2015, has rapidly become the 2nd largest Insure-Tech player in India. Our unique approach of digitizing the consumer journey through...


  • Chennai, Tamil Nadu, India CIEL HR Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    JOB TITLE: Sales Manager/ Sr. Sales Manager (Individual Contributor)Job Purpose:To drive ad sales revenue for the region under assigned territory with defined vertical & set of clients.Role Profile :Revenue Generation :• Key responsibility of generating revenue for the company by achieving the targets allotted• Responsible for working on an annual...


  • Chennai, Tamil Nadu, India Axis Bank Limited Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...

  • Sr. Executive

    3 days ago


    Chennai, Tamil Nadu, India Utilities Integrated Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionUtilities Integrated Private Limited, a Government of India-approved company, operates in the Professional and Commercial Business Support Service Industry. The company focuses on two primary areas: Commercial Service Supplies and Professional Support Systems. Commercial Service Supplies cover non-core business activities such as cleaning,...

  • Sr. Executive

    2 weeks ago


    Chennai, Tamil Nadu, India Cordius Technology Solutions Pvt Ltd Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Role: Sr. Executive / Assistant Manager - Ocean Pricing & ProcurementExperience: 2-5 Years Experience in Freight Forwarding IndustryLocation: Chennai, Tamil Nadu, IndiaJob Description:We are looking for a dynamic and analytical Sr. Executive / Assistant Manager – Ocean Pricing & Procurement to join our Ocean Freight team in Chennai.The role focuses on...

  • Relationship Manager

    2 weeks 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...


  • Chennai, Tamil Nadu, India Domnic Lewis Pvt. Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Designation: Sr. Area Sales ManagerLocation: ChennaiJob Description:Deliver sales performance and relevant Brand Key Performance Indicators (KPIs) in order to meet or exceed district sales plan within expense budgets.Optimize resource utilization by leading, developing and coaching Sales Team performance including setting sales targets and incentive schemes,...


  • 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...