- Manage and grow a portfolio of investors in FDs, bonds, and other fixed-income products.
- Understand client goals and recommend suitable investments.
- Drive client engagement, repeat investments, and portfolio growth.
- Handle client queries from onboarding to post-investment support.
- Coordinate with internal teams to improve customer experience.
- Achieve monthly AUM growth and client retention targets.
Preferred candidate profile
- Good knowledge of fixed-income products such as bonds, FDs, and NCDs.
- Strong communication and relationship management skills.
- Customer-focused approach with the ability to build long-term relationships.
- Self-driven and comfortable working in a rapid-paced environment.
📌 Relationship Manager at A FinTech Company (Bengaluru)
🏢 Talentzo Delhi
📍 Bengaluru
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