RichHarbor | South Delhi | Full-Time | Work from Office
RichHarbor is looking for a Relationship Manager to build and manage relationships with HNI/UHNI clients and financial professionals while generating new business opportunities.
Key Responsibilities
Develop and maintain relationships with HNI/UHNI clients, Wealth Managers, Bankers, RMs, and financial partners.
Understand client requirements and suggest relevant financial solutions.
Generate recent business through referrals, prospecting, and existing relationships.
Conduct calls, meetings, presentations, and regular follow-ups.
Coordinate with internal teams for quotations, documentation, execution, and client servicing.
Build a solid pipeline and achieve business targets.
Maintain accurate client and prospect records in CRM.
Requirements
1–4 years of experience in Relationship Management, Wealth Management, BFSI, Insurance, Investments, or Financial Services.
Solid communication, networking, and relationship-building skills.
Good understanding of financial products.
Target-oriented and comfortable with client acquisition and follow-ups.
Strong presentation and negotiation skills.