Role & responsibilities

- The Relationship Manager will oversee client relationships, ensure client satisfaction, and act as a bridge between clients and the company's offerings.
- Maintain relationships with existing clients to ensure high service quality and identify new sales opportunities, and identify opportunities to provide value-added services or solutions.
- Additionally, the individual will analyse client needs, assist in achieving their financial goals, and work collaboratively with the internal teams to optimise client experiences.
- Manage the end-to-end sales process, including lead generation, relationship building, and deal closure.

Preferred candidate profile

- Robust interpersonal and communication skills to build and maintain client relationships




- Analytical thinking and problem-solving skills for understanding client needs and providing tailored solutions
- Knowledge of financial markets, investment products, and services related to wealth creation
- Proficiency in client management tools and CRM platforms
- Ability to work in a dynamic, fast-paced environment with excellent time-management skills
- Prior experience in financial services, relationship management, or similar roles is a plus
- Strong commitment to continuous learning and professional growth

Interested candidates can share their profiles at [email protected] or [email protected] or connect at (phone hidden).

📌 Relationship Manager (Mumbai)
🏢 Talent Corner HR Services
📍 Mumbai