Relationship Manager

FutureLeap Search; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

FutureLeap Search is seeking an experienced Relationship Manager in Bengaluru to guide affluent clients from qualified lead through onboarding in a two-meeting process. You will build trust, assess fit, and drive conversion using consultative communication and clear, professional interactions.

This high-accountability role requires comfort speaking with sophisticated investors and owning the client journey from conversion to onboarding, with a focus on long-term relationship readiness and wallet

Qualifications

• Consultative selling approach—avoid pushy tactics.
• Clear, structured, confident communication in calls/meetings.
• Genuine curiosity about financial markets and credible conversations.
• Ability to move clients from interest to commitment with effective closure.
• Strong ownership mindset and pipeline discipline.

Responsibilities

• Own the conversion journey from qualified lead to onboarding.
• Introduce the product credibly, build trust and assess fit.
• Present a guided portfolio review and financial planning outputs.
• Drive next steps, handle objections, and convert to onboarding.
• Facilitate outputs with high quality and conviction, not deep research.
• Maintain a clean pipeline with follow-ups and next steps.
• Document conversations and action items diligently.
• Improve conversion storytelling and meeting quality.
• Act as the single point of contact during conversion and onboarding.
• Ensure a premium experience: responsiveness, clarity, professionalism.
• Aim to expand wallet share over time.

Skills

Consultative selling

Communication skills

Markets interest

Objection handling & closing

Process discipline

Job description

As a Relationship Manager, you’ll own the client journey from qualified lead → onboarding through a structured 2-meeting process. Leads will be provided. Your job is to build trust, establish fit, guide the client through our process, and close onboarding—through intellectual, consultative communication (not pushy selling).

This is a high-accountability role for someone who can speak confidently with sophisticated investors and drive conversion with maturity and clarity.

Key Responsibilities

• 1) Own the conversion journey (primary responsibility)
• Introduce the product credibly, build trust fast, and assess intent + fit based on client context and expectations
• Present a guided portfolio review + financial planning using questionnaire inputs and internal team outputs/frameworks
• Drive next steps and closure: follow-ups, objection handling, scope alignment, and conversion to onboarding
• Important: You are not expected to create investment strategy or do deep portfolio research yourself. You’ll facilitate and communicate the outputs with high quality and conviction.
• Maintain a clean pipeline (follow-ups, reminders, next steps, closure)
• Document conversations and action items diligently
• Improve conversion by tightening storytelling, objection handling, and meeting quality
• 3) Client experience and relationship ownership
• Act as the single point of contact during conversion and onboarding
• Ensure a premium experience: responsiveness, clarity, and professionalism
• Build long-term relationship readiness (without overpromising)
• Focus on expanding wallet share from the customer over a period of time

Success metrics (how you’ll be measured)

• Leads to Conversion (Onboarding)
• Process quality (questionnaire completion, follow-up hygiene, no lead leakage)
• Expanding wallet share: growing AUM from an existing customer

Experience

• 2 - 10 years in relationship management / sales / client conversion in wealth, fintech, PMS/AIF distribution, private banking, broking, or premium financial services
• Comfortable working with affluent / sophisticated investors

Must-have skills

• Consultative, intellectual selling: can influence without being pushy
• Communication excellence: structured, confident, clear in calls and meetings
• Markets interest: genuinely curious about financial markets (enough to hold credible conversations)
• Objection handling + closure: can move clients from “interested” to “committed”
• Process discipline: pipeline management, follow-ups, strong ownership mindset