Relationship Manager

4 days ago

Kharghar Navi Mumbai Maharashtra, India V-Financial Services Full time ₹ 24,00,000 - ₹ 36,00,000 per year

Role Overview

The Manager – Business Development will be responsible for driving client Service and investment review, and revenue growth for the company's financial products and services. The role requires a strong understanding of financial markets,& wealth management solutions. The individual will play a key role in expanding the firm's footprint among HNIs, Corporates, Financial Advisors, and Distribution Partners.

Key ResponsibilitiesBusiness Development & Financial Planning

  • Service the existing clients (HNIs, UHNWIs, Corporates, and Retail Investors).
  • Promote the company's multi-asset financial products and wealth management solutions via references from existing client
  • Preparing Financial Planning and reviewing the client existing investment as per goals

Relationship Management

  • Develop and maintain strong relationships with existing clients and partners to enhance wallet share.
  • Ensure client satisfaction through regular engagement, portfolio reviews, and service support.
  • Provide timely investment insights and cross-sell opportunities.
  • Collaborate with internal teams (Operations, Customer Service, Tax, and Investment Planning) to ensure smooth client onboarding and servicing.
  • Mentor and support junior business development executives or relationship managers.

Key Deliverables (KRAs/KPIs)

  • Monthly/Quarterly AUM growth & revenue achievement.
  • Number of new client acquisitions & Existing Clients structured investment review
  • Retention and satisfaction score of existing clients.
  • Skills & Competencies
  • Strong knowledge of financial markets, wealth management, and investment products (Mutual Funds, PMS, Insurance, Bonds, Tax-saving instruments, etc.).
  • Excellent communication, presentation, and negotiation skills.
  • Entrepreneurial mindset with the ability to drive business independently and make robust review mechanism for existing clients
  • Relationship-building and networking abilities.
  • Proficiency in CRM, financial planning tools, and MS Office.

Qualifications & Experience

  • MBA/PG in Finance, Marketing, or related field preferred.
  • Minimum 1-2 years of experience in business development /Financial Planning in financial services, wealth management, or investment distribution.
  • Proven track record of achieving revenue and client acquisition targets.
  • AMFI / IRDA / NISM certifications (where applicable) preferred.

Job Type: Full-time

Pay: ₹16, ₹30,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Commuter assistance
  • Paid sick time

Work Location: In person

  • Customer Relationship Executive

    2 weeks ago

    Kharghar, Navi Mumbai, Maharashtra, India Oracura Solutions Pvt Ltd Full time

    We are seeking a proactive and customer-focused professional to join our team as a **Customer Relationship Executive**. The role involves managing the complete customer lifecycle, including sales and after-sales support. **Key Responsibilities**:Sales**: - Engage with potential customers to understand their needs and recommend suitable products/services. -...

  • Store Relationship Manager

    4 days ago

    Kharghar, Navi Mumbai, Maharashtra, India AMPA Orthodontics Private Limited Full time ₹ 4,20,000 - ₹ 5,40,000 per year

    Pay: ₹35, ₹45,000.00 per monthJob description:key responsibilitiescandidates should be from Clinical / Center / SalonThis roles involves Receptionist and Store management activity· Greet customers and respond to customer enquiries.·  Offer outstanding hospitality throughout client visits, aiding.· positive customer experiences and loyalty.· ...

  • Relationship Manager

    3 days ago

    Navi Mumbai, Maharashtra, India Bimawalla, powered by Open Box Ventures Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, India Policybazaar Full time

    Role & responsibilities Job Title: Relationship Manager / Senior Relationship Manager Department: Sales Agency Channel (Life Insurance) Employment Type: Hybrid (Field Sales/ Office) Industry: Insurance Apply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), Thane Job Summary: We are actively seeking energetic and performance-driven...

  • Relationship Manager

    4 days ago

    Navi Mumbai, Maharashtra, India Policybazaar Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilities Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Life Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), ThaneJob Summary: We are actively seeking energetic and performance-driven...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, India Quotient Consultancy Full time

    Dear Candidate, Urgent opening with leading Networking platform firm. Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPA Interested candidate can revert back with updated resume on Any query can call Shrutika : / Job Summary We are looking for a seasoned Relationship Manager to lead high-value client...

  • Relationship Manager

    4 days ago

    Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 7,00,000 - ₹ 8,50,000 per year

    Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...

  • Relationship Manager

    2 days ago

    Navi Mumbai, Maharashtra, India That's My Job. Full time ₹ 9,60,000 per year

    We are hiring CPF Relationship manager.This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Envision Next Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerDepartment: Client RetentionLocation: Kharghar, Navi MumbaiReports To: HODExperience: 3+ YearsJob Type: Full-TimeRole Overview:We're looking for a client-focused Relationship Manager to build lasting relationships, drive client satisfaction, and enhance retention. The ideal candidate will manage key accounts, resolve issues...

  • Relationship Manager

    4 days ago

    Kalamboli, Navi Mumbai, Maharashtra, India Geetanjali Woodcraft Full time ₹ 3,00,000 - ₹ 4,80,000 per year

    Job Summary:We are seeking a proactive and results-driven Relationship Manager to build and maintain strong, long-term relationships with clients. The ideal candidate will serve as the main point of contact, ensuring client satisfaction, retention, and growth through personalized service and strategic support.Key Responsibilities:Develop and manage a...