Client Relationship Manager

2 days ago


Bengaluru South Karnataka, India Equityna Full time ₹ 3,00,000 - ₹ 5,25,000 per year

Client Success & Growth Manager

Position
: Relationship Manager

Location
: Onsite – Girinagar, Bengaluru

Work Schedule
: 6-day work week

Base Salary Range
: ₹25,000 – ₹35,000/month

Experience
: 1–2 years in Portfolio Management or Investment Advisory

About Equityna

Equityna is a 13-year-old Portfolio Management and Strategy Advisory firm, managing ₹20 crore across 250 clients. As we scale our business team, we seek a Relationship Manager who thrives on trust-building, client education, and strategic upselling.

Key Responsibilities

  • Manage and nurture relationships with 250+ existing clients
  • Conduct periodic client reporting and performance reviews
  • Handle objections and concerns during volatile market conditions
  • Upsell and cross-sell relevant investment strategies and services
  • Lead onboarding of new clients with a consultative approach
  • Deliver impactful presentations in meetings and industry events
  • Collaborate with internal teams to ensure client satisfaction
  • Maintain CRM hygiene and client communication logs

Ideal Candidate Profile

  • 1–2 years of experience in a Portfolio Management or Wealth Advisory firm
  • Strong interpersonal, client management and consultative selling skills
  • Ability to simplify complex financial concepts for clients
  • Proficient in PPT presentations and client-facing communication
  • Self-driven, empathetic, and customer-first mindset
  • Comfortable working in a structured, non-target-pressure environment


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