Relationship Manager

Key Responsibilities:

• Acquire and on board new clients for Mutual Fund and PMS products.
• Engage with existing clients to deepen relationships and cross-sell financial products.
• Conduct regular client meetings to review portfolios and provide advisory support.
• Promote and sell Mutual Funds and Portfolio Management Services (PMS) as per clients’ financial goals.
• Coordinate with internal teams – operations, compliance, and client support – for seamless client experience.
• Maintain a high level of client satisfaction and ensure prompt resolution of queries or issues.
• Present portfolio performance reports to clients.
• Stay updated with product knowledge, market trends, and regulatory changes.

Key Requirements:

· Education: Graduate (minimum requirement)

Experience:

· Minimum 3 years of relevant experience in sales of financial services.

· Preferably from banking, mutual funds, or PMS sectors

· Ex-luxury car sales persons / ex-luxury watch sellers / ex- luxury holiday travel sales persons can also apply

· Languages: Proficient in English

Skills:

· Excellent communication and interpersonal skills

· Presentable and client-oriented

· Strong understanding of mutual fund and PMS products

· Ability to build trust and long-term relationships with clients

· Extrovert

· High Drive

Job Type: Full-time

Pay: ₹60,000.00 - ₹80,000.00 per month

Benefits:

• Health insurance

Language:

• English (Preferred)

Work Location: In person