Relationship Manager
Published date: 2026/11/08
- Location: Mumbai, Maharashtra, India
A renowned NBFC is looking for a Relationship Manager.
Designation: Relationship Manager
Job Description:
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial
objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment
products.
- Responsible for business development through the acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Recommend Financial products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Analyze client portfolios and make necessary suggestions.
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
• - Understanding of market pulse, knowledge of investment products, understanding of wealth platform
Experience-8-12 Years
Budget-25 LPA or 30% hike on previous CTC
Designation: Relationship Manager
Job Description:
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial
objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment
products.
- Responsible for business development through the acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Recommend Financial products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Analyze client portfolios and make necessary suggestions.
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
• - Understanding of market pulse, knowledge of investment products, understanding of wealth platform
Experience-8-12 Years
Budget-25 LPA or 30% hike on previous CTC
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