Relationship Manager

7 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

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