Digital Relationship Manager

Job Title:

Location:

Experience Required:

About the role:

Digital / Virtual Relationship Manager

Key Responsibilities:

• Engage with clients through digital / virtual platforms to understand their investment needs and offer suitable financial products.
• Promote and sell

  Fixed Income Products (Bonds, NCDs, AIFs, etc.)

  to both new and existing clients.
• Build, nurture, and maintain long-term client relationships.
• Provide end-to-end assistance to clients including onboarding, documentation, and investment execution.
• Stay updated with market trends and product knowledge to deliver accurate advisory.
• Work closely with internal teams to ensure seamless service delivery.

Desired Candidate Profile

• Minimum

  1+ year of experience

  in a similar role within financial services or investment advisory.
• Strong knowledge and practical exposure to

  Fixed Income Products

  (Bonds, NCDs, AIFs, etc.).
• Good communication and interpersonal skills with the ability to handle clients virtually.
• Self-motivated, target-driven, and client-centric professional.
• Preference will be given to candidates from wealth management, distribution houses, or investment advisory firms.

What we Offer

• Competitive salary with performance-based incentives.
• Opportunity to work with a fast-growing financial services organization.
• Exposure to a wide range of investment products.
• Professional growth and career advancement opportunities.