RELATIONSHIP MANAGER

Role Overview 

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 

Compensation & Benefits:

Annual CTC

· > ₹2.0 LPA (As per calibre)

Incentives 

· Incentives based on portfolio growth, retention, and revenue

· High performers can significantly exceed fixed compensation

Work Benefits 

· 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

· Location: Lower Parel West, Mumbai

· 6‑day work week | 09:00 AM – 06:00 PM

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

Growth Path 

Relationship Manager → Senior RM → Assistant Manager → Manager → Area Manager

Growth driven by client retention, performance and client satisfaction.