Relationship Manager – Client Servicing – Banking/Financial Services Scaling Theory Technologies

The Corporate Institute; Bengaluru, Mumbai; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

The Corporate Institute is seeking a Relationship Manager in Bengaluru and Mumbai to serve as the primary contact for high‑value clients, guiding them through onboarding, documentation and ongoing portfolio management.

You will work with product, compliance and sales teams to ensure seamless service, resolve complex queries and drive client retention and revenue growth in a fast‑paced hybrid work environment across our two offices.

Qualifications

• 2–9 years of proven experience in relationship management or client-facing roles within the financial services sector.
• Proficient in managing CRM platforms to streamline workflows and enhance client data management.
• Exhibits exceptional interpersonal and communication skills with the ability to articulate complex financial concepts to diverse stakeholders.
• Maintain meticulous documentation and regulatory compliance, ensuring KYC and verification processes meet internal and external standards.

Responsibilities

• Manage a dedicated portfolio of clients to ensure consistent engagement and high satisfaction scores.
• Oversee the documentation and KYC verification process for onboarding and regulatory compliance.
• Drive sales initiatives by identifying cross-selling and up-selling opportunities aligned with client needs.
• Maintain accurate client records within the CRM system and derive actionable insights for business growth.
• Coordinate with internal stakeholders to resolve client grievances and operational hurdles.
• Execute periodic client reviews to assess portfolio performance and adjust strategies.

Skills

CRM proficiency

Relationship management

Interpersonal communication

Regulatory compliance

Education

Graduate or postgraduate degree

Tools

CRM software

Job description

Role Overview:

As a Relationship Manager, you will serve as the primary point of contact for our high-value clients, acting as the bridge between their financial objectives and our service offerings. Your day-to-day involves managing the end-to-end client lifecycle, from initial onboarding and documentation to long-term portfolio nurturing. You will collaborate closely with internal product, compliance, and sales teams to ensure seamless service delivery and resolution of complex queries. By fostering trust and maintaining high engagement levels, you will directly influence client retention, drive revenue growth, and strengthen our market presence in the competitive financial landscape of Bangalore and Mumbai.

Key Responsibilities:

• – Manage a dedicated portfolio of clients to ensure consistent engagement and high satisfaction scores through proactive communication and personalized service.
• – Oversee the entire documentation and KYC verification process to ensure regulatory compliance and minimize turnaround time for client onboarding.
• – Drive sales initiatives by identifying cross-selling and up-selling opportunities that align with the specific financial needs of your clients.
• – Maintain accurate and up-to-date client records within the CRM system to track interactions, monitor progress, and derive actionable insights for business growth.
• – Resolve client grievances and operational hurdles by coordinating with internal stakeholders to ensure timely and effective solutions.
• – Execute periodic client reviews to assess portfolio performance and adjust strategies to meet evolving business outcomes.

Required Skillset:

• – Possess 2 – 9 years of proven experience in relationship management or client-facing roles within the financial services sector.
• – Demonstrate strong proficiency in managing CRM platforms to streamline workflows and enhance client data management.
• – Exhibit exceptional interpersonal and communication skills, with the ability to articulate complex financial concepts to diverse stakeholders.
• – Maintain a meticulous approach to documentation and regulatory compliance, ensuring all KYC and verification processes adhere to internal and external standards.
• – Show a high degree of adaptability and professional maturity, capable of thriving in a fast-paced, hybrid work environment across our Bangalore and Mumbai offices.
• – Hold a graduate or postgraduate degree from a reputed institute, reflecting a strong academic foundation and analytical mindset.