Senior Relationship Manager

Job Title : Relationship Manager

Experience Required : 3+ years

Location : Gurgaon

Joining : Immediate joiners only

Education : Graduate

Working Days -Mon to Sat

About ZFunds

ZFunds is on a mission to democratize personal finance across Bharat . While financial products have become more accessible, they're still seen as an urban luxury. We're here to change that. We believe that small-town India deserves access to better financial advice and investment opportunities – beyond traditional options like LIC.

We're growing fast and are looking for passionate individuals who want to grow with us. If you're someone who thrives in a dynamic, customer-focused environment and is excited about making a real impact — this opportunity is for you.

Learn more about us :

Website

Android App | iOS App

Role & Responsibilities

As a Relationship Manager , you will be responsible for building and nurturing client relationships while driving sales of investment products like Mutual Funds, Fixed Deposits.

• Build and maintain strong B2B relationships with customers and channel partners
• Promote and sell investment products through consultative sales approaches
• Manage client portfolios and provide regular updates and insights
• Address and resolve customer queries in a timely and professional manner
• Meet and exceed monthly targets and performance metrics
• Experience in handling HNI clients.
• Keep records updated in the CRM and provide periodic reports to leadership

Requirements

Skills Required

CRM Tools, Ms Office