Relationship Manager

Job Title:

Location:

Experience:

Key Responsibilities:

• Acquire and manage Treasures clients via digital and remote channels
• Provide investment and insurance advisory in collaboration with specialists
• Conduct regular portfolio reviews and deepen client relationships
• Ensure smooth onboarding and service delivery through digital tools
• Promote cross-sell opportunities to increase wallet share
• Maintain compliance with regulatory and internal policies

Requirements:

• 2–3 years of relevant experience in financial services or wealth management
• Familiarity with investment and insurance products (AMFI/IRDAI certification preferred)
• Strong communication and relationship-building skills
• Comfortable with digital tools and remote engagement
• Graduate degree in Finance, Business, or related discipline (MBA preferred)
• Fluency in English and Hindi; regional languages a plus

Core Competencies:

• Client-focused and sales-driven mindset
• Effective communication and interpersonal skills
• Ability to manage ambiguity and drive results remotely
• Strong teamwork and collaboration with internal stakeholders