Relationship Manager

FutureLeap Search; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

FutureLeap Search in Bengaluru is hiring a Relationship Manager to guide clients through a structured onboarding process. You'll be responsible for managing client relationships, ensuring a premium experience, and driving conversion through consultative communication.

The ideal candidate will have 2 - 10 years of experience in client conversion within the financial services sector, with excellent communication skills and a strong interest in financial markets.

Qualifications

• 2 - 10 years in relationship management or sales in financial services.
• Comfortable working with affluent investors.

Responsibilities

• Own the client conversion journey from qualified lead to onboarding.
• Act as the single point of contact during integration.
• Ensure a premium client experience with responsiveness and professionalism.

Skills

Consultative selling

Communication excellence

Interest in financial markets

Objection handling

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 the 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 incredibly, 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
   • 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
2. Important: You are not expected to create investment strategy or do deep portfolio research. You’ll facilitate and communicate the outputs with high quality and conviction.
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

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.
• Objection handling + closure: can move clients from “interested” to “committed”
• Process discipline: pipeline management, follow-ups, strong ownership mindset