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Relationship Manager

Relationship Manager

Future Corp CapitalDelhi, India
2 days ago
Job description

Job description

About Us :

Future Corp Capital is looking for a Relationship Manager to join our team in Bangalore. This role is ideal for individuals with 0–2 years of experience who have a strong interest in finance and client relationship management. The RM will be responsible for servicing clients, assisting with financial transactions, and ensuring smooth execution of processes. Over time, there will be opportunities to gain deeper exposure to portfolio management and wealth planning.

Role Overview :

The Relationship Manager will be the primary point of contact for clients, handling onboarding, service requests, and execution of financial transactions. They will work closely with the Operations team to ensure smooth client interactions and regulatory compliance. As they develop in the role, they will assist in deeper client discussions and portfolio coordination.

Key Responsibilities :

Manage client onboarding and assist with account setup

Handle service requests related to financial transactions, investments, and documentation (KYC, tax filings, etc.)

Support portfolio coordination, working alongside the founder on execution-related tasks

Ensure adherence to SEBI, IRDA, AMFI, and APMI regulations

Generate reports and track portfolio data, helping clients stay updated on their investments

Maintain regular client communication, ensuring a smooth service experience

Ideal Candidate :

0–2 years of experience in financial services, client management, or a related field

Strong relationship management and communication skills

Interest in finance and wealth management, with a willingness to learn and grow in the field

Ability to manage multiple client interactions efficiently

Bonus : NISM / CFP certifications or prior experience in a financial services role

What We Offer :

Gain hands-on experience in wealth management with structured career growth

Exposure to investment processes, financial products, and client portfolio management

A collaborative, client-focused work environment.

Opportunities for professional growth and development.

Competitive salary and benefits package.

An employee focused work culture.

In-office role based in Bangalore

This role is designed for someone who wants to grow in the wealth management space—starting with service and execution, and building expertise over time.

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