Relationship Manager

Job Summary:

The Relationship Manager will be responsible for business development, client acquisition, portfolio management, and revenue generation through financial and insurance products.

Key Responsibilities:

·       Develop and manage client relationships (Retail, Corporate, HNI)

·       Sell Insurance & Wealth products (Life, Health, General Insurance)

·       Conduct portfolio reviews and provide advisory

·       Achieve sales targets and AUM growth

·       Ensure compliance with KYC & IRDAI

·       Maintain CRM and client servicing standards

Eligibility & Experience:

Graduate / Post Graduate / MBA

1–5 years experience in Financial Services / Insurance

Candidates from Asset Management Companies (AMC), Mutual Fund, NBFC background will be preferred

Prior experience in Asset Management / Wealth Management industry will be an added advantage

Product Knowledge Requirement:

Category

Details

Mutual Funds

Pooled investment, SIP, NAV, equity/debt/hybrid funds,

diversification

PMS

Customized portfolio, ₹50L min investment, direct ownership,

discretionary/advisory types

Key Skills:

·       Strong communication (English & Hindi)

·       Sales & negotiation skills

·       MS Office proficiency

·       Presentation skills

·       Result-oriented approach