Senior Relationship Manager

1 week ago


Gurgaon, Haryana, India ZFunds Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Title: Relationship Manager

Experience Required:
3+ years

Location:
Gurgaon

Joining:
Immediate joiners only

Education:
Graduate

Working Days
-Mon to Sat

About ZFunds

ZFunds is on a mission to
democratize personal finance across Bharat
. While financial products have become more accessible, they're still seen as an urban luxury. We're here to change that. We believe that small-town India deserves access to better financial advice and investment opportunities – beyond traditional options like LIC.

We're growing fast and are looking for passionate individuals who want to grow with us. If you're someone who thrives in a dynamic, customer-focused environment and is excited about making a real impact — this opportunity is for you.

Learn more about us:

Website

Android App | iOS App

Role & Responsibilities

As a
Relationship Manager
, you will be responsible for building and nurturing client relationships while driving sales of investment products like Mutual Funds, Fixed Deposits.

  • Build and maintain strong B2B relationships with customers and channel partners
  • Promote and sell investment products through consultative sales approaches
  • Manage client portfolios and provide regular updates and insights
  • Address and resolve customer queries in a timely and professional manner
  • Meet and exceed monthly targets and performance metrics
  • Experience in handling HNI clients.
  • Keep records updated in the CRM and provide periodic reports to leadership

Requirements

  • 3+ years of experience in a client-facing role (Financial Services preferred)
  • Must hold a valid
    NISM certification
  • Proven track record of achieving sales or relationship targets
  • Proficient in MS Office and familiar with CRM tools
  • Strong communication, negotiation, and problem-solving skills
  • Customer-first mindset with a proactive and enthusiastic approach
  • Must be available to join
    immediately
  • Working Days – Mon to Sat


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