Relationship Manager

4 days ago

Ahmedabad, Gujarat, India Finsquare IMF Private Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per year

About Finsquare IMF Private Limited:

Finsquare IMF Pvt. Ltd. is a fast-growing, client-centric financial services distributor offering a wide range of solutions across mutual funds, insurance (life, health, general), PMS, loans, bonds, and other investment products. With a strong digital infrastructure and a human-first approach, Finsquare serves HNIs, NRIs, professionals, and families with a vision to bring financial freedom and clarity to their lives.

Role Overview:

We are looking for a proactive and client-focused Relationship Manager who will play a key role in managing and nurturing client relationships. The ideal candidate will be the single point of contact for assigned clients and will ensure high levels of client satisfaction through regular interaction, proactive service, and by identifying opportunities for cross-selling and upselling financial products.

Key Responsibilities:

  • Build and maintain long-term relationships with existing and new clients.
  • Act as the primary point of contact for client queries, service requests, and investment needs.
  • Cross-sell and upsell relevant financial products based on client needs and risk profile.
  • Ensure timely renewals of insurance and investment products to improve retention.
  • Proactively ask for referrals from existing clients and help expand the client base.
  • Handle complete onboarding of new clients including KYC, documentation, and product explanation.
  • Collaborate with internal teams to ensure smooth service delivery and client satisfaction.
  • Keep clients informed about their portfolio, market updates, and relevant opportunities.
  • Maintain accurate records of interactions and ensure timely follow-ups.

Desired Skills & Qualifications:

  • Graduate/Postgraduate in Finance, Business, or related field.
  • 1-5 years of experience in financial advisory, banking, insurance, or wealth management.
  • Strong interpersonal and communication skills.
  • Ability to understand client goals and suggest suitable financial solutions.
  • Self-motivated with a positive attitude and customer-first mindset.
  • Fluent in English, Hindi, and Gujarati (preferred).
  • Basic knowledge of mutual funds, insurance, PMS, and other financial instruments is an advantage.

What You'll Get:

  • Exposure to a wide range of financial products & services.
  • Opportunity to grow in a performance-driven & people-focused environment.
  • A strong backend & CRM support system to ease your daily operations.
  • Competitive compensation and performance-based incentives.

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India Aditya Birla Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionAditya Birla Capital Ltd is a prominent financial services company headquartered in Mumbai, India. The organization is dedicated to fostering a diverse and inclusive work environment, ensuring equal employment opportunities for all, without discrimination based on race, color, religion, ethnicity, age, gender, or disability. With a strong...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India GetFive Full time

    Name of the organization – Getfive Advisors Pvt Ltd.Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies.Ahmedabad Address:502, Abhishree Avenue, Opp....

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Gulmohar Greens-Golf & Country Club Ltd. Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionGulmohar Greens-Golf & Country Club Ltd. offers a luxurious retreat in Ahmedabad with a wide range of activities and sports, along with plush accommodation for a complete break from the city life. One of the club's unique offerings is the exclusive 9 Hole Golf course with coaching and leisure play facilities. With a professional coach and...

  • Relationship Manager

    4 hours ago

    Ahmedabad, Gujarat, India tataaiggen Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per year

    Role Summary In the above context, the Cluster Relationship Managerrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group,...

  • Relationship Manager

    4 days ago

    Ahmedabad, Gujarat, India FZ Talent Solutions Private Limited Full time ₹ 4,50,000 - ₹ 6,50,000 per year

    This is PAN India role, please feel free to apply from any cityWe are seeking passionate and driven professionals for the position of Relationship Manager (RM) / Senior Relationship Manager (SRM). This is an individual contributor, field sales role responsible for agent partner onboarding and insurance business generation across Motor, Life, and Health...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    DescriptionWe are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-selling financial products, and ensuring operational excellence at the branch level. The ideal candidate will bring strong sales expertise, leadership...

  • Relationship Manager

    2 days ago

    Ahmedabad, Gujarat, India TekCare Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Summary:The Relationship Manager (Female candidate only) is responsible for developing and maintaining strong, long-term relationships with enterprise clients in the IT and telecom sectors. This role involves understanding client requirements, proposing customized IT and telecom solutions (such as connectivity, cloud, managed services, and infrastructure...

  • Relationship Manager

    3 hours ago

    Ahmedabad, Gujarat, India TekCare Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Summary:The Relationship Manager is responsible for developing and maintaining strong, long-term relationships with enterprise clients in the IT and telecom sectors. This role involves understanding client requirements, proposing customized IT and telecom solutions (such as connectivity, cloud, managed services, and infrastructure solutions), and...

  • Relationship Manager

    6 days ago

    Ahmedabad, Gujarat, India Viviana Properties Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerLocation: Dubai, UAEReporting to: Head of Sales / DirectorKey Responsibilities:Build and maintain a pipeline of client relationships: regular contact, meetings, value propositions, property tours, investment pitches.Maintain and grow existing client relationships; upsell, cross-sell, and secure repeat business.Achieve sales...