8752 Relationship Manager Jobs - Page 23

Job Summary: We are seeking a dynamic and client-focused Relationship Manager to build and maintain long-term relationships with our customers. The ideal candidate will understand client needs, provide tailored solutions, and ensure high levels of customer satisfaction while driving business growth. Key Responsibilities: Act as the primary point of contact for assigned clients. Build and nurture strong, long-lasting client relationships. Understand client goals, challenges, and business needs to provide relevant solutions. Maintain regular communication and conduct client meetings to review satisfaction and performance. Identify opportunities for cross-selling and upselling products or services. Work closely with internal teams (sales, operations, customer support) to ensure timely delivery of solutions. Handle client issues and escalate when necessary to ensure quick resolution. Monitor industry trends and competitor activities to identify potential business opportunities. Prepare and present reports on client interactions, performance, and account status. Requirements: Bachelor’s degree in Business Administration, Marketing, or a related field. Proven experience as a Relationship Manager, Account Manager, or similar role. Strong interpersonal, communication, and negotiation skills. Ability to manage multiple client accounts and priorities effectively. Proficiency in CRM software (e.g., Salesforce, HubSpot, Zoho). Customer-oriented mindset with problem-solving abilities.

As a Relationship Manager I, you will be a key technical contributor, leveraging your expertise and experience to drive the successful execution of a project. This role involves not only hands-on technical responsibilities but also leadership and mentorship to ensure the growth and proficiency of the team. Technical leadership - Provide technical expertise and guidance to the team on case review with proper documentation on cases in CB/DfM/CSI tool. Follow and enforce to follow the processes. Project Management - Help in the development of project plans, set milestones. Identifying and mitigating risks as needed. Prepare re-occurring issues documentation. Team Collaborations - mentor & coach juniors in their questions/concerns/clarifications. Training new RMs in the project as and when needed. Innovation & Optimization - Continuously evaluate and optimize existing processes and systems. Introduce and implement innovative solutions to enhance system efficiency and performance. Quality assurance and problem-solving skills - Ensure high-quality standards. Address complex technical issues and provide effective solutions. Collaboration with leadership - Collaborate with TL/Manager to align engineering strategies with overall business objectives. Provide input for technology-related decision-making and long-term planning. Skills Required: Minimum 3 years of relevant experience in providing support or an equivalent combination of education and experience. Customer centric mindset with a passion for delivering exceptional customer experiences. Experience in program/project management and process improvement, preferably in a support/operational project environment. Excellent leadership and communication skills, with the ability to influence and collaborate with stakeholders at all levels. Strong understanding of software architectures, Microsoft products, software lifecycle methodology, and information systems development required. Sound problem resolution, judgment, and decision-making skills required. Analytical mindset with the ability to interpret data and make data driven decisions to improve support operations. Must be able to communicate effectively. Strong technical design and process analysis skills may be required. Strong business-analyst background required. Bachelor’s degree in computer science, Information Technology, or related field required.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Company Description Exponent is a credit insights and technology company that leverages proprietary data analytics, Artificial Intelligence, and technology to offer a range of financial intermediary services. Established in 2016 in Chennai, it has grown to include locations in Mumbai, Hyderabad, Bengaluru, and other cities. Exponent focuses on providing innovative loans to SMEs and MSMEs, with a strong emphasis on women entrepreneurship, maintaining more than 60% women employees. The company is recognized as a bootstrapped startup by the Government of India. Role Description This is a full-time, on-site role for a Relationship Manager located in Chennai. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding client needs, and offering tailored financial solutions. Daily tasks include managing client accounts, conducting financial needs assessments, and collaborating with other departments to ensure client satisfaction. Additionally, the Relationship Manager will be involved in customer service, resolving any issues, and providing continuous updates on financial products. Qualifications Excellent client relationship management and communication skills Experience in financial needs assessments and offering tailored financial solutions Knowledge in financial products such as Trade, Supply Chain, Working Capital, Business Loans, and Personal Loans Problem-solving skills to resolve client issues effectively Ability to work collaboratively with other departments Prior experience in a financial services role is beneficial Bachelor's degree in Finance, Business Administration, or a related field

Were Hiring! | Relationship Manager Home Loans Position: Relationship Manager Location: Nashik Industry: Home Loans Employment Type: Full-Time | On-Roll Channel: Omni Channel (Open Market Sourcing) Eligibility Criteria: Experience: Minimum 6 months to 1 year in Home Loans Qualification: Graduate (Any Stream) Age Limit: 22 to 35 Years Gender: Male & Female Both Welcome! Whats in it for You CTC: 3 LPA 3.75 LPA Incentives: Unlimited Earning Potential Career Growth: Fast-track promotion opportunities Key Responsibilities: Sourcing leads through open market activities and networking Understanding customer needs and offering suitable loan solutions Building long-term relationships with clients for repeat business For more information, Call/WhatsApp: Gautam (HR) +918655775819

Position: Relationship Manager – Erode / Tirupur Industry: Financial Services / Investment Advisory Employment Type: Full-time About Us We are a SEBI-registered investment advisory firm helping individuals and businesses achieve their financial goals through personalised planning and professional guidance. Role & Responsibilities Identify and meet potential clients (individuals, professionals, business owners) in the assigned territory. Present our financial advisory services and investment products clearly and effectively. Build and maintain strong client relationships for long-term business. Achieve monthly/quarterly sales targets. Maintain records of leads, meetings, and conversions. Participate in local networking events, business forums, and promotional activities. Key Requirements Education: Any Graduate (Finance background preferred, not mandatory) Experience: 1–3 years of sales experience in financial products, insurance, or banking preferred. Skills: Good communication & interpersonal skills Self-motivated and results-oriented Ability to work independently in the assigned area What We Offer Attractive salary + performance-based incentives. Training on products and services. Career growth opportunities in a fast-growing advisory firm How to Apply: Send your CV to +91 9363569105 with subject line: Relationship Manager – Erode/Tirupur

Company Description Finova Capital, an NBFC licensed by the Reserve Bank of India, is headquartered in Jaipur. The company provides loans to both urban and rural poor to meet their productive requirements in starting or growing businesses. Founded in 2015 by Mr. Mohit Sahney, Finova Capital aims to transform credit delivery to unorganized, unreached, and unserved segments. The company believes in supporting micro and small medium enterprises to enrich lives and transform communities by making finance available at reasonable costs and delivering in a transparent manner. Role Description This is a full-time on-site role for a Relationship Manager based in Merta. The Relationship Manager will be responsible for managing client relationships, understanding client needs, and offering tailored financial solutions. The role involves regular communication with clients, conducting market research, preparing loan documentation, and ensuring compliance with all regulatory requirements. The Relationship Manager will also be expected to collaborate with internal teams to enhance overall client satisfaction and business growth. Qualifications Client Relationship Management and Communication skills Experience in Financial Solutions and Loan Documentation Knowledge of Regulatory Compliance and Market Research Proficiency in Data Analysis and Problem-Solving skills Ability to work independently and manage multiple client accounts Bachelor's degree in Finance, Business Administration, or related field Experience in the financial services industry is a plus

JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Job Responsibilities: Achieving targets in a result-focused environment Preparing pre-sales proposals for prospective clients Delivering inspiring sales presentations to convert prospects to successful sales Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings Identifying potential customers and new business opportunities Building and maintaining strong client relationship and high level of customer service Being updated on new products and services Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon Thu)) Strong Results Orientation and Execution Excellence High Energy and Passion High Customer Centricity

We are hiring smart female candidates for the post of customer service associates. Responsibilities: Building rapport and relationships with customers to foster loyalty and repeat business Building and maintaining profitable relationships with key customers. Resolve customer complaints quickly and efficiently. Upgrade product knowledge. Lead generation through various sources. Connect through messages/calls/in mail with prospective clients to map their requirements. Performs other related duties as assigned. Adhere to company policies, procedures, culture, and business values. Achieve individual sales goals. Excellent communication and interpersonal skills Strong problem-solving skills and the ability to find creative solutions to customer problems Ability to multitask and prioritize effectively A passion for delivering excellent customer service. Requirements Female candidates only Qualification : Plus two and above Experienced/Freshers Basic computer knowledge required Best Salary in the industry and attractive incentive packages. Working time : Mon to Sat 9:30am to 5:30pm Job Types: Full-time, Permanent Pay: ₹8,000.00 - ₹14,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Internet reimbursement Paid sick time Paid time off Provident Fund Education: Higher Secondary(12th Pass) (Required) Experience: total work: 1 year (Preferred) Work Location: In person

Job Title: Relationship Manager Location: Raipur Job Type: Full-Time Experience: Fresher can apply Laptop: Mandatory Job Description: We are seeking a dynamic and enthusiastic Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong client relationships, promoting our financial products/services, and ensuring high customer satisfaction. Key Responsibilities: Connect with potential and existing clients to explain our offerings Build and maintain long-term relationships with customers Understand client needs and provide suitable product solutions Follow up on leads and ensure smooth onboarding Coordinate with internal teams for query resolution and support Maintain accurate records of client interactions and transactions Requirements: Freshers are welcome; training will be provided Strong communication and interpersonal skills Interest in sales, finance, or client servicing Self-motivated and target-driven attitude Basic computer knowledge Must have a personal laptop with stable internet connection Job Types: Full-time, Permanent, Fresher Pay: ₹13,264.94 - ₹20,071.77 per month Benefits: Health insurance Paid sick time Paid time off Language: English (Preferred) Work Location: In person

Job Title: Relationship Manager Location: Naranpura, Ahmedabad Working Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Second Saturdays Off) Job Type: Full-Time Overview: We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate will have excellent communication skills, a proactive approach to problem-solving, and the ability to identify opportunities for upselling and cross-selling. Key Responsibilities: Develop and nurture long-term relationships with clients to ensure trust and loyalty. Understand client needs and provide appropriate solutions or services. Act as the primary point of contact for client queries, concerns, and escalations. Maintain regular communication with clients through calls, meetings, and emails. Identify new business opportunities within existing accounts. Collaborate with internal teams to ensure smooth service delivery. Prepare reports on account status and client feedback. Requirements: Bachelor’s degree in Business Administration, Marketing, or related field. Proven experience as a Relationship Manager, Account Manager, or in customer-facing roles. Strong interpersonal, negotiation, and communication skills. Ability to manage multiple accounts and meet deadlines. Proficiency in MS Office and CRM software. Salary: Competitive + Incentives + Benefits Job Type: Full-time Pay: ₹18,258.08 - ₹45,000.00 per month Experience: Relationship manager: 2 years (Preferred) Work Location: In person

Job Description: We are hiring Financial Sales Executives passionate about the stock market , client servicing, and investment products. The role focuses on sales, client onboarding, and guiding clients through our trading and investment platforms. Key Responsibilities: Handle client queries on trading, investments, and platforms (e.g. SIP, MTF, SLBM) Explain stock market products and investment strategies Assist in account opening, documentation, KYC/CKYC, and compliance Generate leads and follow up to meet sales and activation targets Maintain accurate reports and coordinate with Head Office operations Support cross-selling of financial products and ensure client satisfaction Requirements: Basic stock market knowledge is a must Graduate (B.Com, BBA, MBA preferred) Strong communication skills (Gujarati, Hindi, English) Comfortable with Excel, email handling, and back-office tools NISM Certification preferred (can be obtained post-joining) Preferably from Gandhinagar/Pethapur or nearby areas Job Types: Full-time, Permanent, Fresher, Internship Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person

**We’re Hiring – Relationship Managers (Agency Channel)** **CTC:** Up to ₹4.5 LPA **Multiple Locations Across India** **Virtual / Walk-In Interviews – Aug 13 to Aug 29, 2025** **Eligibility:** Age: Up to 40 years Education: Minimum 12th Pass Experience: At least 1 year in *Insurance Agency Sales* (General Insurance preferred) Immediate Joiners Preferred **Why Join Us?** Stable career growth in the insurance sector Exciting incentives & rewards Opportunity to work across multiple cities **Hiring Drive Schedule:** Multiple dates – Bharuch, Ankleshwar, Dhule, Nandurbar, Pune, Gandhinagar, Surat, and many more! *Share your resume today & grab your interview slot!* Job Type: Full-time Pay: ₹25,258.08 - ₹30,458.57 per month Benefits: Provident Fund

Candidate will take up responsibilities of trading in equities, mutual funds for clients & also add new clients Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹30,000.00 per month Benefits: Health insurance Leave encashment Paid time off Provident Fund Experience: total work: 1 year (Preferred) Work Location: In person

Role and Responsibilities: - Responsible to drive the entire Business Development for State Bank Channel / Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region. - To build, develop & enhance relationships the SBG/Retail Channel - Setting up and managing the network of Private Banks in the Region, - Develop, implement strategy to achieve planned growth objectives for their channel. - Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; - Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. - Assume full accountability for all aspects of sales in their respective channel - Help in communicating a strong and vibrant brand - Ensuring increase in Market share in their respective channel business. - Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head. - Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. - Prospecting of customers through New client acquisition, network, data base, References and open market. - Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. - To penetrate all targeted key accounts and originate upselling opportunities - Ensure adherence to sales processes and requirements. - Achievement of monthly, quarterly & yearly business plan. - Channel Development & networking skills for achieving Channel Sales

Company Description Bajaj Allianz Life Insurance, a joint venture between Bajaj Finserv Limited and Allianz SE, is one of the fastest-growing life insurers. We enable the life goals of 3.85 Crore lives with INR 1,23,734 Crore Assets Under Management. Our robust distribution network includes 596 branches and 1.61 Lacs+ Insurance Consultants. We offer a range of innovative plans, with industry-first features, and prioritize convenience through our WhatsApp Conversational Platform. With 24K+ employees, we have been recognized as a Great Place to Work and have received the World's Digital Insurance Award 2023. Role Description This is a full-time, on-site role for a Relationship Manager located in Jaipur. The Relationship Manager will be responsible for building and maintaining strong client relationships, identifying client needs, and providing customized insurance solutions. Day-to-day tasks include managing client accounts, conducting client meetings, guiding clients through the claims process, and collaborating with other departments to ensure client satisfaction. The role also involves sales and marketing efforts to expand the client base and achieve company targets. Qualifications Client relationship management, account management, and customer service skills Sales, marketing, and business development skills Strong communication, negotiation, and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Business Administration, Marketing, Finance, or related field Experience in the insurance industry is a plus Proficiency with MS Office and CRM software

Job Title: Relationship Manager (RM) Job Description: We are looking for a driven and results-oriented Relationship Manager (RM) to join our team. As an RM, you will be instrumental in fostering business growth, cultivating strong client relationships, and surpassing sales targets. Responsibilities: 1. Client Relationship Management 2. Sales Strategy 3. Business Development 4. Travel Qualifications: 1. Minimum of 1 year experience in B2B sales or a related sales role, preferably within a dynamic and target-oriented environment. 2. Proven track record of consistently meeting or surpassing sales targets and contributing to business expansion. 3. Exceptional communication and interpersonal skills, adept at building rapport and influencing stakeholders across all levels. 4. Strong negotiation prowess and problem-solving abilities, with a focus on delivering customer-centric solutions. 5. Ability to thrive both independently and collaboratively in a fast-paced, results-driven setting. 6. Adaptability and flexibility to navigate through evolving business landscapes. Join us in shaping the trajectory of our organization and making a meaningful impact within the industry. APPLY NOW!

Job Description: Roles & Responsibilities: Identify and source home loan customers through direct sourcing, builder channels, DSA, and connectors. Build and manage a portfolio of home loan clients, ensuring high levels of customer satisfaction and relationship management. Understand customer financial requirements and suggest appropriate loan solutions. Ensure end-to-end home loan processing including documentation, credit appraisal coordination, and timely disbursal. Generate leads through field visits, cold calls, and reference generation. Cross-sell banking and third-party products such as insurance and savings accounts. Maintain regular communication with customers and provide post-sales support. Achieve assigned monthly/quarterly sales targets and ensure compliance with internal policies and RBI guidelines. Candidate Requirements: Minimum Graduate (Any Stream); Post-Graduation preferred. 14 years of experience in home loan or mortgage loan sales. Should be familiar with local property markets, builders, and developers. Good understanding of loan eligibility criteria, credit norms, and legal aspects. Strong interpersonal and negotiation skills. Must have a two-wheeler for field visits.

Job Description: Roles & Responsibilities: Identify and source home loan customers through direct sourcing, builder channels, DSA, and connectors. Build and manage a portfolio of home loan clients, ensuring high levels of customer satisfaction and relationship management. Understand customer financial requirements and suggest appropriate loan solutions. Ensure end-to-end home loan processing including documentation, credit appraisal coordination, and timely disbursal. Generate leads through field visits, cold calls, and reference generation. Cross-sell banking and third-party products such as insurance and savings accounts. Maintain regular communication with customers and provide post-sales support. Achieve assigned monthly/quarterly sales targets and ensure compliance with internal policies and RBI guidelines. Candidate Requirements: Minimum Graduate (Any Stream); Post-Graduation preferred. 14 years of experience in home loan or mortgage loan sales. Should be familiar with local property markets, builders, and developers. Good understanding of loan eligibility criteria, credit norms, and legal aspects. Strong interpersonal and negotiation skills. Must have a two-wheeler for field visits.

Company Description Anand Rathi Share and Stock Brokers Ltd., founded in 1994, is a leading full-service investment bank offering a range of financial services and wealth management solutions. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, the firm serves institutions, corporations, high-net-worth individuals, and families. Employing over 4,000 professionals, Anand Rathi provides expert research and advisory services to maximize client investment returns. The company offers an array of products across various asset classes, supported by high-tech digital platforms and physical touchpoints. Role Description This is a full-time on-site role for a Relationship Manager located in Kolkata. The Relationship Manager will be responsible for managing and nurturing relationships with clients, providing investment advice, handling client portfolios, and ensuring the clients receive the best service. Daily tasks include responding to client inquiries, preparing investment strategies, conducting financial planning, and staying updated with market trends. The Relationship Manager will also be responsible for identifying new business opportunities and working towards achieving business growth targets. Qualifications Strong relationship management and client servicing skills Experience in investment advice and portfolio management Knowledge of financial planning, market trends, and investment products Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant industry certifications and a Bachelor's degree in Finance, Business, or a related field Prior experience in the financial services industry is a plus