We are seeking a dedicated and results-driven Relationship Manager to join our team in Madhya Pradesh. The ideal candidate will be responsible for managing and nurturing relationships with existing clients, ensuring their needs are met while also identifying opportunities for business growth. This role requires a strong focus on client portfolio management, business development, and revenue generation through effective cross-selling and up-selling strategies. The Relationship Manager will play a crucial role in promoting investment sales, including mutual funds and portfolio management services (PMS), to high-net-worth individuals (HNI). Key responsibilities include maintaining regular communication with clients, understanding their financial goals, and providing tailored solutions to meet their investment needs.



The successful candidate will possess excellent interpersonal skills, a deep understanding of financial products, and a proven track record in client management. Required skills for this position include existing client management, client portfolio management, business development, revenue generation, cross-selling, up-selling, investment sales, mutual funds, PMS, and a strong ability to engage with HNI clients. If you are passionate about building lasting client relationships and driving business success, we encourage you to apply for this exciting prospect.

📌 Relationship Manager (Indore)
🏢 Jobsplanetary Bharat Private
📍 Indore