Relationship Manager

Company Description BFC Capital India is a wealth management company specializing in customized wealth planning solutions for its clients. The firm focuses on understanding individual financial goals and risk profiles to design tailored investment strategies. It offers a range of advisory and portfolio management services aimed at long-term value creation. Team members collaborate closely with clients to provide objective guidance and consistent support. The organization values professionalism, client-centric service, and ethical financial practices.

Role Description The Relationship Manager role is a full-time, on-site position based in Lucknow. The Relationship Manager will manage and grow a portfolio of clients by understanding their financial objectives and recommending suitable wealth management solutions. Day-to-day responsibilities include meeting clients, conducting financial needs analysis, presenting investment and planning options, and following up to ensure client satisfaction and retention. The role involves coordinating with internal teams for product information, documentation, and service support, while maintaining accurate records of client interactions and transactions. The Relationship Manager is expected to achieve defined business targets, adhere to regulatory and internal compliance standards, and represent BFC Capital India in a professional and ethical manner.

Qualifications

• Strong client relationship management, customer service, and interpersonal communication skills.
• Knowledge of wealth management, financial planning, and investment products such as mutual funds, insurance, and other financial instruments.
• Ability to conduct financial needs analysis, prepare proposals, and explain complex financial concepts in clear, simple terms.
• Sales, business development, and negotiation skills with a focus on achieving targets responsibly.
• Attention to detail, record-keeping, and basic proficiency with office productivity tools and CRM systems.
• Ability to work on-site in Lucknow, manage multiple client engagements, and collaborate effectively with internal teams.
• Bachelor’s degree in finance, commerce, business, or a related field; relevant certifications in financial planning or investment advisory are an advantage.
• Prior experience in wealth management, banking, or financial services client-facing roles is preferred.