Senior Relationship Manager

7 days 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

  • Relationship Manager

    5 days ago

    Gurgaon, Haryana, India Artha Senior Care Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionArtha Senior Care is a leading provider of Assisted Living and senior care services, dedicated to enhancing the lives of senior citizens. We strive to deliver exceptional care, comfort, and hospitality to our residents. Our goal is to ensure that seniors live with dignity and convenience while receiving personalized attention that caters...

  • Relationship Manager

    7 days ago

    Gurgaon, Haryana, India Antara Senior Care Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    Role OverviewWe are seeking a high-performing and driven Regional Account Manager (Sales Manager) who will be responsible for selling our premium luxury residences to discerning senior customers, NRIs, HNIs, and their families. The role involves managing and expanding the Gurgaon broker ecosystem, enabling direct sales, and building lasting relationships...

  • Deputy Manager – IT/IS

    2 weeks ago

    Gurgaon, Haryana, India Senior Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionSenior is a UK based MNC and has operations in 12 countries and has 26 operating businesses worldwide serving number of markets. Senior's experienced manpower support, effective use of raw material as well as high technology enable it to deliver optimized components within a short development time and at most competitive prices.Senior...

  • Senior Relationship Manager

    1 week ago

    Gurgaon, Haryana, India SquareYards Full time ₹ 2,50,000 - ₹ 6,00,000 per year

    Job description Position: Senior Sales Executive Level: T2 Experience: 2 years in Team Handling Qualification: Graduate / Post Graduate About the RoleWe are looking for Associate Investment Managers with strong communication skills, customer-focused behavior, and the ability to engage and convince clients to achieve sales targets. Key...

  • Senior Manager Product

    2 weeks ago

    Gurgaon, Haryana, India Antara Senior Living Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Employee CareerDevelopment ProgramsAs per a survey conducted by SHRM India in 2022, 76% of Indian employees cite learning opportunities as a key motivator for job satisfaction.At Antara, we are deeply committed to the continuous growth and well-being of our employees. Our robust Learning and Development and Employee Career Development programs offer a range...

  • Senior Manager Finance

    2 weeks ago

    Gurgaon, Haryana, India Antara Senior Living Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Employee CareerDevelopment ProgramsAs per a survey conducted by SHRM India in 2022, 76% of Indian employees cite learning opportunities as a key motivator for job satisfaction.At Antara, we are deeply committed to the continuous growth and well-being of our employees. Our robust Learning and Development and Employee Career Development programs offer a range...

  • Relationship Manager, Credit Delivery

    2 weeks ago

    Gurgaon, Haryana, India NatWest Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Relationship Manager, Credit Delivery Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship building Specialising in credit delivery, you'll be managing client relationships and aiming to exceed their expectations every time Hone...

  • Relationship Manager-B2B Sales

    2 weeks ago

    Gurgaon, Haryana, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Join Us in Mumbai & Hyderabad & Mangalore – Be Part of the Growth StoryCentricity is hiring Relationship Managers / Senior Relationship Managers for our B2B Sales Channel.If you have the drive to build strong client networks, deliver value, and grow with a company that has a clear vision for the future, this is the opportunity for you Role: Relationship...

  • Relationship Manager, Credit Delivery

    5 days ago

    Gurgaon, Haryana, India RBS Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you'll be managing client relationships and aiming to exceed their expectations every timeHone your communication and interpersonal skills in a...

  • Relationship Manager, Credit Delivery

    4 days ago

    Gurgaon, Haryana, India RBS Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you'll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in a...