Relationship Manager

Position: Relationship Manager

Department: Sales & Client Relations

Experience: 0–2 Years

Location: [NSP pitampura]

Working Hours: 10:00 AM – 6:00 PM

Working Days: Monday–Saturday

Saturday: Half Day

Sunday: Off

About the Role

We are looking for a proactive and client-focused Relationship Manager to manage existing client relationships while contributing to new client acquisition and business growth.

Key Responsibilities

1. Manage and maintain strong relationships with existing clients.

2. Understand client requirements and provide appropriate investment-related assistance.

3. Regularly follow up with clients and ensure a high level of client servicing.

4. Acquire new clients through references, networking, calling, and other business development activities.

5. Generate and follow up on new business opportunities.

6. Coordinate with the internal team for smooth execution and servicing of client requirements.

7. Maintain accurate client records and follow company processes and compliance guidelines.

Eligibility & Requirements

1. NISM Series V-A (Mutual Fund Distributors) certification is mandatory.

2. 0–2 years of experience in relationship management, sales, financial services, or mutual funds preferred.

3. Good communication and interpersonal skills.

4. Strong client-handling and relationship-building abilities.

5. Basic understanding of mutual funds and financial products.

Additional Benefits

In addition to the fixed salary, the selected candidate will be eligible for:

1. Performance Bonus

2. Incentives

3. Health Insurance

4. Personal Accident Insurance

• Interested Candidates can share their resumes at [Confidential Information]