Relationship Manager

Relationship Manager – Financial Services

| Freshers Welcome |

|Salary + High Incentives - 20000-30000 per month|

Location: Delhi NCR (Work from Office)
Company: Anytime Invest Services Pvt. Ltd.
Job Type: Full-Time | Day Shift
Experience: 0–3 Years (Freshers can apply)
Education: Graduate or Pursuing

About Anytime Invest

At Anytime Invest, we define our success by the value we create for our clients. We are a new-age financial services company that believes in delivering personalized solutions with integrity, empathy, and client-centricity. If you are passionate about financial planning, customer relationship building, and long-term client success, this role is for you.

Position Overview

We are looking for motivated and enthusiastic individuals to join our team as RELATIONSHIP MANAGERS. In this role, you will be the face of the company for our clients, helping them make informed investment decisions, build wealth, and achieve their financial goals.

Key Responsibilities

• Represent Anytime Invest and build strong client relationships based on trust and transparency
• Offer expert advisory on financial products such as Mutual Funds, Life Insurance, Online Trading Accounts, Investment Planning, and Wealth Management
• Conduct client meetings (in-branch or via visits), understand their financial needs, and provide customized investment solutions
• Generate leads through referrals and personal networking
• Manage investment portfolios and guide clients through the financial planning process
• Deliver value through meaningful conversations, consistent follow-ups, and exceptional client service
• Assist in client onboarding, documentation, and query resolution
• Work closely with partners and internal teams to ensure service quality and business targets
• Maintain strong ethical standards in all client interactions

Desired Candidate Profile

• Bachelor's or Master's degree (students pursuing PG can also apply)
• Strong interest in Financial Planning, Investment Advisory, or Wealth Management
• Excellent communication skills in Hindi and English
• Ability to engage with people, build rapport, and have value-based conversations
• Curious, eager to learn, and ready to adapt to new ways of working
• Strong organizational skills and attention to detail
• Comfortable working in a dynamic, non-traditional, client-first environment
• No prior experience needed – we prefer fresh talent with the right mindset

Work Culture

We’re different from the usual financial services firms. At Anytime Invest, we believe in a culture that is:

• Relationship-driven, not just revenue-driven
• Focused on value creation over aggressive selling
• Supportive, ethical, and growth-oriented
• Open to fresh ideas and clean slates

Perks and Benefits

• Competitive fixed salary
• Lucrative performance-based incentives
• Personalized training and mentorship
• Real career growth opportunities
• Work with an energetic, young team
• Exposure to real financial planning and advisory work from day one

Why Join Anytime Invest?

If you’re looking to build a meaningful career in the financial world—not just a sales job—this is your chance to make a real impact in people’s lives. Whether you're starting out or seeking a more fulfilling path, we provide the platform, mentorship, and mission to help you grow.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

Work Location: In person