Relationship Manager

Recex.co; Ahmedabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A dynamic financial services company seeks a Relationship Manager in Ahmedabad to manage high-net-worth clients. Responsibilities include relationship management, business growth, and customized investment planning. Ideal candidates should have experience in financial advisory and strong sales skills. Full-time position with opportunities for career growth.

Qualifications

• Proven experience in Banking/Wealth Management/Financial Advisory.
• In-depth knowledge of Mutual Funds and investment products.
• Strong client relationship and communication skills.

Responsibilities

• Serve as the primary point of contact for assigned Retail/HNI clients.
• Drive upselling and cross-selling of Mutual Fund products.
• Profile clients and provide customized investment planning.

Skills

Client relationship management

Sales skills

Investment advisory

Understanding of financial goals

Education

NISM certification

Job description

Join to apply for the Relationship Manager role at Recex.co

Location: Ahmedabad/Vadodara

We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have strong experience in handling HNI/UHNI clients, with proven expertise in Mutual Funds and investment advisory.

Key Responsibilities

• Client Relationship Management: Serve as the primary point of contact for assigned Retail/HNI clients, ensuring the highest levels of service and satisfaction.
• Business Growth: Drive upselling and cross-selling of Mutual Fund products; generate fresh leads through referrals and networking.
• Advisory & Planning: Profile clients, understand their financial goals, and provide customized investment planning and advice.
• Revenue Achievement: Meet and exceed sales and revenue targets across the product mix.
• Customer Acquisition: Acquire and service HNI/UHNI clients to build long-term, profitable relationships.
• B2C Sales Focus: Actively engage in sales to expand client base and enhance portfolio penetration.

Desired Candidate Profile

• Proven experience in Banking/Wealth Management/Financial Advisory handling HNI client portfolios.
• In-depth knowledge of Mutual Funds and investment products.
• NISM certification preferred (mandatory for certain roles).
• Strong client relationship, communication, and sales skills.
• Ability to work with targets and deliver results in a competitive environment.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Human Resources Services

Referrals increase your chances of interviewing at Recex.co by 2x

Get notified about new Relationship Manager jobs in Ahmedabad, Gujarat, India.