RELATIONSHIP MANAGER

Smart Financial Planners; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Incentives based on portfolio growth

Training on financial products

Exposure to wealth management practices

Annual performance appraisals

Job summary

A financial planning company in Mumbai is seeking a Relationship Manager to manage and grow client portfolios. The role emphasizes client retention, portfolio reviews, and providing exceptional service. Candidates should have 1-3 years of experience in relationship management or sales, along with strong communication skills. The job offers competitive incentives based on performance, training opportunities, and a structured growth path. Candidates will be involved in managing client portfolios and will work towards achieving financial goals for clients.

Qualifications

• 1-3 years of experience in relationship management/BFSI/sales.
• Ability to manage and grow client relationships.

Responsibilities

• Act as the primary point of contact for client needs.
• Manage portfolios of existing clients.
• Conduct periodic portfolio reviews.
• Suggest portfolio adjustments and upgrades.

Skills

Strong communication skills

Relationship-building skills

Customer-first mindset

Commercial awareness

High ownership and accountability

Education

Graduates/Postgraduates (Finance/Management preferred)

Job description

As a Relationship Manager, you will be responsible for managing and growing an existing client base. Your focus will be on client retention, portfolio reviews, cross-selling and delivering a strong client experience.

You’ll ensure that every client stays engaged, invested and aligned with their financial goals.

Key Responsibilities

• Act as the primary point of contact for client needs.
• Manage portfolios of existing clients.
• Build strong, long-term relationships through consistent engagement.
• Conduct periodic (monthly/quarterly) portfolio reviews.
• Track client progress vs financial goals.
• Suggest portfolio adjustments and upgrades.
• Identify cross-sell and up-sell opportunities within existing clients.
• Generate referrals from satisfied clients.
• Handle service requests, queries, and issue resolution.
• Ensure smooth execution of transactions and documentation.
• Ensure high persistency (renewals, SIP continuation).
• Reduce drop-offs and inactive clients.

Qualifications & Skills

• Graduates/Postgraduates (Finance/Management preferred)
• 1–3 years of experience in relationship management / BFSI / sales
• Strong communication and relationship-building skills
• Customer-first mindset with commercial awareness
• High ownership and accountability

Incentives

• Incentives based on portfolio growth, retention, and revenue.
• High performers can significantly exceed fixed compensation.
• Training on financial products and advisory approach.
• Exposure to real client portfolios and wealth management practices.
• Mentorship from experienced advisors and managers.
• Sponsored national and international trainings, workshops, conferences.
• Annual awards and annual performance appraisals.
• Rapid promotions as per performance.
• Skill enhancement opportunities via SmartFP’s development programs.
• Product trainings with tied up renowned financial institution.
• Sponsored monthly themed celebrations/ events/ trips.

Work Culture

• Holidays: As per bank holidays.
• Formal dress code; strong emphasis on punctuality and professionalism.

Growth Path

Growth driven by client retention, performance and client satisfaction.

Investments are subject to market risks. Please read all scheme related documents carefully.