Relationship Manager

Company Description

ZFunds bridges the gap between smart technology and personalized human guidance, empowering individuals to make confident investment decisions. The platform goes beyond being a simple DIY app, offering tailored advice to meet diverse financial goals. ZFunds prioritizes providing users with a seamless blend of digital convenience and expert support to simplify the investment journey.

Role Description

This is a full-time, on-site Relationship Manager role located in Bangalore. The Relationship Manager will be responsible for building and maintaining strong client relationships by providing investment advice tailored to their needs. The role includes identifying potential clients, offering financial solutions, monitoring clients investment portfolios, and ensuring customer satisfaction. Additionally, it involves working collaboratively with internal teams to deliver customized services.

Key Responsibilities:

• Build and maintain strong client Relationships.
• B2B & B2C Sales and promotion of Investment products (Mutual Funds, Fixed Deposits, Etc)
• Engage with customers to promote and sell mutual fund products.
• Provide investment advice and build long-term client relationships.
• Meet and exceed sales targets through proactive customer engagement.
• Maintain strong product knowledge and regulatory compliance.

Key Requirements:

● NISM VA Certification is mandatory.

● Minimum 1 year of experience in sales or tele sales (preferably in financial products).

● Excellent communication and interpersonal skills.

● Customer-centric approach with a passion for financial markets.

● Should know at least 1 South Regional Language.

Walk-In Interview at 04-Apr-26 Saturday Venue: ZFunds Office, 3rd Floor, BHIVE Premium, D Mart Building No.78/79, 30th cross LIC Colony Byrasandra, Jayanagara. (Nearest Metro: Jayanagara) Time: 11:00 AM – 6:00 PM

Contact: 7303979664 Email: [Confidential Information]