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Client Relationship Manager

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  • Posted 16 hours ago
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Job Description

Job Title: Relationship Manager – Fintech

Location: Ahmedabad, Gujarat

Employment Type: Full-Time | Permanent

Role Overview

We are seeking a client-focused Relationship Manager to support fintech sales operations by managing client relationships, supporting AUM growth, and working with HNI portfolios across digital and field channels.

Key Responsibilities
  • Manage and support HNI client relationships across fintech platforms.
  • Handle and grow Assets Under Management (AUM) portfolios through structured relationship management.
  • Coordinate with banks and fintech partners for lead generation and conversions.
  • Conduct client meetings, presentations, and follow-ups.
  • Monitor market trends and align financial solutions with client needs.
  • Collaborate with internal teams to ensure smooth onboarding and client servicing.

Qualifications & Skills
  • 3–6 years of experience in banking, fintech, or wealth management.
  • Experience working with HNI clients and AUM-based products.
  • Strong communication, relationship-building, and negotiation skills.
  • Ability to manage targets while maintaining service quality.

  • Hiring Partner: This role is being hired for a client through SKelite Talent Partners.

More Info

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Job ID: 149594833

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Lead GenerationClient Servicing