Relationship Manager

Choice International Limited; Kanpur; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Choice International Limited is seeking a Relationship Manager for our Kanpur on-site team. You will manage a diverse client portfolio, understand client needs, and recommend investment, lending, insurance, or advisory solutions while coordinating with internal teams to deliver seamless service.

You will drive client satisfaction, retention, and cross-selling opportunities, aligning with branch targets and regulatory requirements in a fast-paced financial services environment.

Qualifications

• Strong client relationship management skills, including the ability to build trust, understand client needs, and maintain long-term partnerships.
• Knowledge of financial products and services such as investments, lending, insurance, and wealth management, with the ability to explain them clearly to clients.
• Effective communication and interpersonal skills, including active listening, presentation, and negotiation capabilities.
• Analytical and problem-solving abilities to assess client portfolios, identify opportunities, and address issues promptly.
• Basic proficiency with CRM tools, MS Office applications, and digital platforms used in financial services.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in securities, mutual funds, or insurance are an advantage.
• Prior experience in relationship management, sales, or customer-facing roles in banking, financial services, or related sectors is preferred.
• High level of integrity, attention to detail, and adherence to regulatory, compliance, and ethical standards.

Responsibilities

• Manage and grow a portfolio of clients across financial products and services.
• Conduct regular client meetings and respond to inquiries to ensure high satisfaction and retention.
• Coordinate with internal product and operations teams to ensure smooth service delivery.
• Identify new business opportunities and support cross-selling to achieve branch targets.
• Maintain accurate records of interactions and transactions in line with policies and regulatory standards.

Skills

Client relationship management

Financial products knowledge

Communication skills

Analytical/problem solving

Regulatory/compliance awareness

CRM tools proficiency

Digital platforms familiarity

Education

Bachelor’s degree in Finance/Business/Economics

Relevant certifications in securities/mutual funds/insurance (advantage)

Tools

CRM tools

MS Office

Job description

Company Description

Choice International Limited is a diversified financial services group focused on helping individuals, businesses, and government institutions achieve their financial and strategic objectives. The company offers an integrated ecosystem of services, including Stock Broking, Wealth Management, Insurance Broking, NBFC lending, Asset Management, Investment Banking, and Public Sector Consulting. By combining innovation, industry expertise, and a customer-first approach, Choice delivers comprehensive solutions that create long-term value and support India’s economic growth. The organization works across capital markets, lending, advisory, and large-scale public sector projects in areas such as infrastructure, digital transformation, and social development. Team members are part of a mission-driven group that emphasizes trusted relationships, meaningful impact, and sustainable growth for clients and communities.

Role Description

This is a full-time, on-site Relationship Manager role based in Kanpur. The Relationship Manager will be responsible for managing and growing a portfolio of clients across relevant financial products and services, ensuring high levels of client satisfaction and retention. Daily activities include understanding client needs, recommending suitable investment, lending, insurance, or advisory solutions, and coordinating with internal product and operations teams to ensure smooth service delivery. The role involves regular client meetings, responding to inquiries, resolving issues promptly, and maintaining accurate records of interactions and transactions in line with company policies. The Relationship Manager will also identify new business opportunities, support cross-selling initiatives, and contribute to achieving branch and organizational targets while adhering to regulatory and compliance standards.

Qualifications

• Strong client relationship management skills, including the ability to build trust, understand client needs, and maintain long-term partnerships.
• Knowledge of financial products and services such as investments, lending, insurance, and wealth management, with the ability to explain them clearly to clients.
• Effective communication and interpersonal skills, including active listening, presentation, and negotiation capabilities.
• Analytical and problem-solving abilities to assess client portfolios, identify opportunities, and address issues promptly.
• Basic proficiency with CRM tools, MS Office applications, and digital platforms used in financial services.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in securities, mutual funds, or insurance are an advantage.
• Prior experience in relationship management, sales, or customer-facing roles in banking, financial services, or related sectors is preferred.
• High level of integrity, attention to detail, and adherence to regulatory, compliance, and ethical standards.