Relationship Manager
Published date: 2026/11/08
- Location: Noida, Uttar Pradesh, India
Job Description /Responsibilities
-Client Acquisition through leads and own source
-Understanding the client’s financial goals and needs
-Recommend products according hi/her needs and risk profile
-Check client’s financial goals regularly and also suggest any changes if required.
-Help clients to achieve his/her financial freedom.
Desired profile of the candidate
Must be from financial industry.
Must have experience of 1-2 years. Freshers with understanding in MF and Stock Market are welcome.
Must have a good communication skill.
Must have tele-calling experience.
Good team player
Self motivated
High on integrity
Min Exp. 2
Max Exp. 5
Shift Timing 9AM - 5.30 PM
Weekly Off Sundays
Incentives / PF / Travel OR Mobile Reimbursement (If Any)
Travel, mobile reimbursement available. Incentive on every
• quarter based on performance.
-Client Acquisition through leads and own source
-Understanding the client’s financial goals and needs
-Recommend products according hi/her needs and risk profile
-Check client’s financial goals regularly and also suggest any changes if required.
-Help clients to achieve his/her financial freedom.
Desired profile of the candidate
Must be from financial industry.
Must have experience of 1-2 years. Freshers with understanding in MF and Stock Market are welcome.
Must have a good communication skill.
Must have tele-calling experience.
Good team player
Self motivated
High on integrity
Min Exp. 2
Max Exp. 5
Shift Timing 9AM - 5.30 PM
Weekly Off Sundays
Incentives / PF / Travel OR Mobile Reimbursement (If Any)
Travel, mobile reimbursement available. Incentive on every
• quarter based on performance.
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