Job Description: The Relationship Manager (RM) is responsible for developing and maintaining long-term relationships with clients by providing comprehensive financial advisory solutions across investments, insurance, and loan products. The role requires a blend of sales acumen, client servicing skills, and financial knowledge to help clients achieve their financial goals while contributing to the companys business growth. Roles & Responsibilities: Acquire new clients through networking, referrals, and lead generation. Understand client needs and recommend suitable financial products (Mutual Funds, Insurance, Loans, etc.). Maintain strong relationships with existing clients through regular follow-ups and portfolio reviews. Ensure client satisfaction by delivering timely support and personalized financial solutions. Achieve assigned business targets in terms of revenue and product mix. Cross-sell and upsell multiple financial products to maximize client value. Maintain accurate client data and interaction history using CRM tools. Ensure adherence to company policies and regulatory compliance. Coordinate with internal teams for smooth execution of client transactions.
Job Description: We are seeking an experienced and dynamic professional with a strong background in Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs) , and overall, Wealth Management . The ideal candidate will be responsible for client advisory, portfolio review, investment execution, and relationship management to deliver comprehensive wealth solutions aligned with clients financial goals. Key Responsibilities: Understand client financial goals, risk appetite, and time horizon to recommend suitable investment products. Provide expert advice across Mutual Funds, PMS, AIFs, Bonds, and Unlisted Shares. Construct, review, and rebalance client portfolios to optimize performance and risk-adjusted returns. Maintain strong client relationships and ensure high levels of satisfaction and retention. Prepare and present investment proposals and performance reports to clients. Stay updated on market trends, regulatory changes (SEBI, AMFI, etc.), and product developments. Coordinate with AMC, PMS & AIF partners for product information, transactions, and client servicing. Support business development activities by identifying cross-sell and up-sell opportunities. Maintain compliance and documentation in line with company and regulatory policies.
Job Description: The Insurance Relationship Manager (IRM) is responsible for building, managing, and nurturing long-term client relationships by offering comprehensive insurance solutions across Life, Health, and General Insurance products. The role focuses on understanding client needs, providing personalized advice, ensuring seamless policy servicing, and achieving business growth through ethical and professional advisory practices. Key Roles & Responsibilities: Identify prospective clients and understand their insurance requirements. Recommend appropriate life, health, and general insurance products based on client profiles. Maintain strong client relationships through regular interaction and portfolio reviews. Support clients in policy issuance, renewals, claims, and documentation. Achieve sales targets and contribute to branch and organizational revenue goals. Collaborate with product teams to offer customized insurance and investment packages. Stay updated on product changes, underwriting guidelines, and industry developments. Ensure strict adherence to IRDAI and company compliance standards. Conduct financial awareness and client education sessions to promote protection planning.