Relationship Manager

Linac Finserv; Gurugram District; On-site; INR 1,170,000 - 1,430,000; Full time

Job summary

Linac Finserv in Gurugram is seeking a Relationship Manager for Investment Wealth Banking to drive acquisition and manage client portfolios in mutual funds and wealth solutions.

The role emphasizes financial advisory and business development to ensure long-term customer retention and portfolio growth, with a market-aligned package around 13 LPA.

Qualifications

• UG: Any Graduate.

Responsibilities

• Acquire new clients.
• Manage client relationships.
• Drive sales of mutual fund products.
• Provide financial advisory and business development to ensure long-term retention and portfolio growth.

Skills

New client acquisition

Client relationship management

Mutual fund sales

Financial advisory

Business development

Education

UG: Any Graduate

Job description

Incumbent will be responsible for new clients acquisition, managing clients relationships and driving sales of mutual fund products. The role financial advisory and business development to ensure long-term customer retention and portfolio growth.

Role Category: BFSI, Investments & Trading - Other

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Linac, estb. in 2008, with its office in Gurugram, is in the business of mutual fund distribution and insurance solutions. It imparts expert guidance and innovative customised financial solutions for wealth building and lasting financial freedom.

IDFC Bank : Relationship Manager - Investment Wealth Banking | 13 LPA