Relationship Manager

Angel Investments; Bengaluru; On-site; INR 179,000 - 391,000; Full time

Benefits offered by this job

Incentives

Career growth

Training & development

Supportive environment

Company benefits

Job summary

Angel Investments in Bengaluru is seeking a motivated Financial Advisor to assess clients' financial needs, recommend suitable investments, and build lasting relationships through ongoing guidance.

You will work toward monthly targets, keep clients informed about market trends, and ensure compliance. Freshers and experienced candidates with strong communication skills are welcome for this full-time role at Bengaluru location.

Qualifications

• Bachelor's degree in any discipline is required.
• Freshers and experienced candidates are welcome to apply.
• Good communication and interpersonal skills.
• Basic knowledge of financial products and investment concepts is preferred.

Responsibilities

• Understand clients' financial goals and investment requirements.
• Recommend suitable investment, insurance, and wealth management products.
• Generate leads and acquire new customers through various channels.
• Build and maintain strong client relationships.
• Conduct financial planning and portfolio reviews.
• Achieve monthly sales and business targets.
• Ensure compliance with company policies and regulatory guidelines.
• Keep clients informed about market trends and financial opportunities.

Skills

Customer relationship management

Sales and business development

Financial planning

Communication and presentation skills

Time management

Education

Bachelor's degree in any discipline

Job description

Job Description: Relationship manager

Job Title: Financial Advisor

Location: 19-H, 1st Main Road, Bengaluru

Salary: 16,000 - 35,000 per month (based on experience and performance)

Industry: Banking / Insurance / Financial Services

Department: Trading, Asset & Wealth Management

Job Summary: We are looking for a motivated and customer-focused financial advisor to help clients achieve their financial goals. The ideal candidate will assess clients' financial needs, recommend suitable financial products, build long-term relationships, and provide ongoing financial guidance.

• Key Responsibilities Understand clients' financial goals and investment requirements.
• Recommend suitable investment, insurance, and wealth management products.
• Generate leads and acquire new customers through various channels.
• Build and maintain strong client relationships.
• Conduct financial planning and portfolio reviews.
• Achieve monthly sales and business targets.
• Ensure compliance with company policies and regulatory guidelines.
• Keep clients informed about market trends and financial opportunities.
• Eligibility: Bachelor's degree in any discipline.
• Freshers and experienced candidates are welcome to apply.
• Good communication and interpersonal skills.
• Basic knowledge of financial products and investment concepts is preferred.
• Sales-oriented mindset with strong negotiation skills.
• Preferred Skills Customer relationship management
• Sales and business development
• Financial planning
• Communication and presentation skills
• Time management
• Benefits: Fixed salary with attractive performance incentives.
• Career growth opportunities.
• Training and professional development.
• Supportive work environment.
• Employee benefits as per company policy.

Work Location: Bengaluru

Employment Type: Full-time