Client Relationship Manager
2 days ago
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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