Relationship Manager

1 day ago


Bengaluru, Karnataka, India Arunika Services Pvt Ltd Full time ₹ 3,60,000 - ₹ 7,20,000 per year

Role & responsibilities

NOTE: No Sales Involved

  • Act as the primary point of contact for our clients, ensuring seamless service and relationship continuity.
  • Understand client needs and coordinate across financial products, tax planning, and estate planning solutions.
  • Conduct regular portfolio reviews, provide insights, and ensure alignment with client objectives.
  • Manage client documentation, compliance, and reporting requirements with accuracy and confidentiality.
  • Liaise with internal teams to deliver integrated wealth management services.
  • Maintain high standards of client satisfaction through proactive communication and problem resolution.
  • Knowledge in Personal Taxation is added advantage,

Preferred candidate profile

  • Minimum 5 years of experience in Client Management in Financial Services Industry
  • Preferred Candidates: People who worked in AMCs, Banks, and in any Financial Product Distribution Company
  • Qualification: Graduate
  • Eager to update themselves with new products and regulation
  • Proficient in Microsoft Excel


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