Back to Careers
Relationship Manager
Wealth / Business Development · Full-time · 1–4 years · Gurgaon
About the Role
Relationship management and business development role focused on investors and clients.
Responsibilities
- Build and maintain client relationships.
- Develop new business opportunities.
- Understand investor objectives and requirements.
- Explain relevant investment and wealth solutions.
- Support clients throughout the investment journey.
- Maintain regular client communication.
- Coordinate with internal teams.
- Manage follow-ups.
- Contribute to business growth.
What We're Looking For
- 1–4 years relevant experience.
- Financial-services / wealth / broking / investment experience.
- Understanding of financial markets.
- Strong communication.
- Strong relationship-management ability.
- Business-development mindset.
- Professional client handling.
Good to Have
- HNI / affluent-client experience.
- Equity-market knowledge.
- Mutual-fund knowledge.
- PMS / AIF / NPS knowledge.
- Existing financial-services network.
- Broking / wealth-management experience.