Company Description FirstSource offers a comprehensive range of financial solutions, including Mutual Funds, Portfolio Management Services (PMS), AIF, Debentures, Bonds, Corporate Fixed Deposits, and diverse insurance products. The organization focuses on helping clients achieve their financial goals with confidence through tailored advice and services. A key differentiator is its emphasis on personalized support designed to reduce client mistakes and improve long-term outcomes.

FirstSource is committed to building lasting relationships based on trust, transparency, and informed decision-making. Team members work in a client-centric setting where quality service and ethical practices are prioritized.

Role Description The Relationship Manager is a full-time, on-site role based in North West Delhi, India. This role involves managing and nurturing client relationships, understanding individual financial needs, and recommending suitable financial products such as mutual funds, bonds, insurance, and other investment solutions.

The Relationship

Manager will conduct regular client meetings, provide portfolio updates, respond to inquiries, and follow up on leads and referrals.



The role also includes supporting client onboarding activities, ensuring compliance with regulatory and company policies, and contributing to business development through proactive client engagement. Qualifications

Ability to build and maintain strong client relationships, with excellent interpersonal and customer service skills.

Understanding of financial products such as mutual funds, PMS, AIF, bonds, debentures, corporate FDs, and insurance solutions, or strong willingness to learn.

Good analytical and basic quantitative skills to interpret financial information and explain options to clients.

Organizational and time-management skills to handle multiple client accounts and follow-ups efficiently.

Comfort with using CRM tools, spreadsheets, and standard office software to manage client data and reports.

Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in financial planning or investment advisory are an advantage.

Prior experience in client-facing roles in financial services, banking, or wealth management is preferred but not mandatory for strong entry-level candidates.

📌 Relationship Manager (Delhi)
🏢 FirstSource.pro
📍 Delhi