Senior Relationship Manager

Job Title: Relationship Manager

Experience Required:

Location:

Joining:

Education:

Working Days

About ZFunds

democratize personal finance across Bharat

We’re growing fast and are looking for passionate individuals who want to grow with us. If you’re someone who thrives in a dynamic, customer-focused environment and is excited about making a real impact — this opportunity is for you.

Learn more about us:

Website

Android App | iOS App

Role & Responsibilities

Relationship Manager

• Build and maintain strong B2B relationships with customers and channel partners
• Promote and sell investment products through consultative sales approaches
• Manage client portfolios and provide regular updates and insights
• Address and resolve customer queries in a timely and professional manner
• Meet and exceed monthly targets and performance metrics
• Experience in handling HNI clients.
• Keep records updated in the CRM and provide periodic reports to leadership

Requirements

• 3+ years of experience in a client-facing role (Financial Services preferred)
• Must hold a valid

  NISM certification

• Proven track record of achieving sales or relationship targets
• Proficient in MS Office and familiar with CRM tools
• Strong communication, negotiation, and problem-solving skills
• Customer-first mindset with a proactive and enthusiastic approach
• Must be available to join

  immediately

• Working Days – Mon to Sat