Relationship Manager

Contactx Resource Management; Mumbai, Delhi; On-site; INR 800,000 - 1,800,000; Full time

Job summary

Contactx Resource Management is seeking a results-oriented professional in Mumbai to drive client acquisition and wealth management engagement. The role focuses on building a robust acquisition pipeline, expanding market reach, and delivering tailored investment recommendations to clients.

Candidates should exhibit strong relationship skills, know-how of equity and wealth products, and a track record of growing client assets through proactive servicing and cross-selling opportunities.

Qualifications

• Must have experience in acquiring clients and managing relationships with high-net-worth or retail clients.
• Strong knowledge of equity, wealth management products and investment solutions is essential.
• Ability to identify client needs and offer suitable financial recommendations.

Responsibilities

• Acquire new clients through referrals, networking and business development activities.
• Generate new traded accounts and build a strong acquisition pipeline.
• Identify opportunities to increase market penetration within the assigned territory.
• Drive client activation and business engagement.
• Develop and maintain long-term relationships with clients.
• Conduct regular meetings with prospective and existing clients.
• Understand client financial goals and provide suitable investment recommendations.
• Ensure superior client servicing and retention.
• Generate revenue through equity and wealth management products.
• Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
• Identify opportunities for cross-selling and up-selling.
• Grow client assets and increase wallet share.

Skills

Client acquisition

Relationship management

Financial product knowledge

Business development

Cross-selling

Job description

Proven track record in:

• Acquire new clients through referrals, networking and business development activities.
• Generate new traded accounts and build a strong acquisition pipeline.
• Identify opportunities to increase market penetration within the assigned territory.
• Drive client activation and business engagement.
• Develop and maintain long-term relationships with clients.
• Conduct regular meetings with prospective and existing clients.
• Understand client financial goals and provide suitable investment recommendations.
• Ensure superior client servicing and retention.
• Generate revenue through equity and wealth management products.
• Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
• Identify opportunities for cross-selling and up-selling.
• Grow client assets and increase wallet share.

Notice period - max 2 months

Contact no. - 8318098525.