Job Title: Relationship Executive / Relationship Manager

About RichHarbor

RichHarbor is a financial services platform offering solutions across unlisted shares, private markets, life insurance, corporate finance, and capital solutions.

## Job Responsibilities

- Build and maintain strong relationships with clients, financial professionals, and business partners.

- Identify new business opportunities through calls, referrals, networking, and follow-ups.

- Schedule and attend client meetings, partner meetings, and business development meetings to generate new business.

- Conduct face-to-face meetings with prospective clients, bankers, wealth managers, and other financial professionals.

- Understand client requirements and recommend suitable financial solutions.

- Follow up with prospective clients and convert leads into business opportunities.

- Coordinate with internal teams for quotations, documentation, transactions, and client servicing.

- Maintain accurate client records, meeting updates, sales reports, and follow-ups in the CRM or company sheet.

- Achieve assigned business development and relationship management targets.

## Requirements

- 2-5 years of experience in sales, relationship management, business development, banking, insurance, or financial services.

- Excellent communication, interpersonal,



and negotiation skills.

- Ability to build client relationships and generate business.

- Willingness to travel locally for client and partner meetings, as required.

- Basic knowledge of financial products, banking, or insurance is preferred.

- Comfortable with calling, follow-ups, face-to-face meetings, and working in a target-driven setting.

- Proficiency in MS Excel and basic computer applications.

## What We Offer

- Competitive salary based on experience.

- Performance-based incentives, where applicable.

- Exposure to financial services and wealth management solutions.

- Career growth opportunities in a growing financial services company.

Location: Gurugram, Haryana

Job Type: Full-Time | Work From Office

Experience: 2-5 Years

Salary: Depending on experience and skills.

Interested candidates can apply with their updated CV.

- Experience

0 - 2 Years

- No. of Openings

5

- Education

Graduate (B.A)

- Role

Relation Executive

- Industry Type

Financial Sector

- Gender

[ Male / Female ]

- Age Limit

20 - 35 Yrs.

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

- Benefits include

Travel Allowance (TA), Mobile Allowance, Internet Allowance, Laptop

📌 Freshers & Experience || Full Time || Relation Executive (Delhi)
🏢 Richharbor
📍 Delhi