Talent.com
This job offer is not available in your country.
[Urgent Search] Relationship Manager (RM) Operations

[Urgent Search] Relationship Manager (RM) Operations

Client First AsiaIndia
14 hours ago
Job description

Job Description – Relationship Manager (RM) Operations

Position : Relationship Manager – Operations

Department : Operations / Client Relationship & Retention (CRR)

Location : Raipur (Client First Wealth Management HQ)

Employment Type : Full-time

About Client First Wealth Management

Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.

Key Responsibilities

  • Manage client portfolios with a strong understanding of the security market, investment banking, insurance, and economic trends.
  • Sound knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, bonds, and insurance products.
  • Execute investment orders, handle policy issuance, renewals, claims, and other operational requirements.
  • Conduct periodic client portfolio reviews, risk analysis, and financial planning discussions.
  • Prepare and present comprehensive financial and investment proposals, reports, and presentations.
  • Maintain accurate CRM / MIS reports for investments, insurance policies, renewals, and client activities.
  • Proactively identify cross-selling and upselling opportunities across investment and insurance offerings.
  • Resolve client queries, escalations, and grievances with professionalism and efficiency.
  • Collaborate with sales, research, and product teams to deliver holistic financial solutions.
  • Train and mentor Associate Relationship Executives (AREs) on client servicing and operational processes.
  • Ensure process compliance, documentation accuracy, and adherence to regulatory standards.
  • Build and strengthen long-term client relationships based on trust, service, and results.

Skills Required

  • Proven experience in Wealth Management / Operations / Client Relationship roles.
  • Strong financial and analytical skills with working knowledge of investment and insurance products.
  • Excellent communication (written, verbal, and presentation) skills.
  • Proficiency in CRM tools, Google Sheets, Excel formulas, and PowerPoint presentations.
  • Leadership qualities with the ability to manage a team and client escalations.
  • High levels of self-motivation, discipline, and a client-first mindset.
  • Ability to work under pressure and consistently deliver results.
  • Strong networking skills and professional references in the finance domain.
  • Qualifications

  • 0–2 years of relevant experience in Wealth Management / Operations / Client Relationship Management.
  • Graduate / Postgraduate with specialization in Finance, Commerce, or related fields.
  • NISM certifications (10A, 12, or V) and IRDAI certification will be an added advantage.
  • Create a job alert for this search

    Relationship Manager • India

    Related jobs
    • Promoted
    • New!
    [Urgent] Relationship Manager

    [Urgent] Relationship Manager

    TPIndia
    This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to ...Show moreLast updated: 5 hours ago
    • Promoted
    Sales & Relationship Manager | Fintech | Upto 50K per month

    Sales & Relationship Manager | Fintech | Upto 50K per month

    Dhan SaarthiNagpur, IN
    Schedule and deliver product demos for.Follow up with prospects and support conversions.Maintain and update leads in the. Finance, Business, or related field.Finance knowledge is mandatory.Excellent...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager- CRM

    Relationship Manager- CRM

    Gera DevelopmentsIndia
    Over 50 years, 62 projects & approx.We not only create premium residential and commercial projects but deliver novel experiences anchored in our values of trust, quality, customer first and innovat...Show moreLast updated: 26 days ago
    • Promoted
    • New!
    ▷ (3 Days Left) Relationship Manager- CRM

    ▷ (3 Days Left) Relationship Manager- CRM

    Gera DevelopmentsIndia
    Over 50 years, 62 projects & approx.We not only create premium residential and commercial projects but deliver novel experiences anchored in our values of trust, quality, customer first and innovat...Show moreLast updated: 5 hours ago
    • Promoted
    • New!
    [Urgent Search] Senior Relationship Manager

    [Urgent Search] Senior Relationship Manager

    Piramal FinanceIndia
    Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform - Working on deal life cycle (helping with origination, de...Show moreLast updated: 5 hours ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdNagpur, Maharashtra, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager- MIB

    Relationship Manager- MIB

    YES BANKIndia
    The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 30+ days ago
    Lead Relationship Manager

    Lead Relationship Manager

    preferable.aiIndia, MH, in
    Quick Apply
    Scope Of Work / Responsibilities : .Involved in the End-to-End Sales process from Lead Generation to Order.Collection and payment Collection. Generating leads from multiple platforms.Enter and update c...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    ▷ [Apply in 3 Minutes] Relationship Manager

    ▷ [Apply in 3 Minutes] Relationship Manager

    Zyoin GroupIndia
    Job title : Relationship Manager.Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Financ...Show moreLast updated: 5 hours ago
    • Promoted
    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Bajaj Capital LtdIndia
    JOB DESCRIPTION : Role : Relationship Manager / Sr.Relationship Manager / CTC : It’s not constrain for right candidate (Its Negotiable). Experience : 1+ Year Location : Chennai Functional Area : BFSI, Inves...Show moreLast updated: 4 days ago
    • Promoted
    Banking Relationship Manager

    Banking Relationship Manager

    DBS BankIndia
    Response Informatics is looking for Bank Relationship manager Responsibilities- Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => .INR 1...Show moreLast updated: 4 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    Saxon GlobalIndia
    Hi, We are seeking an experienced.Banking & Financial Services sector in India.The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT serv...Show moreLast updated: 19 days ago
    • Promoted
    Chief Relationship Officer

    Chief Relationship Officer

    Vetina IndiaNagpur, IN
    Delhi | Mumbai | Chennai | Kolkata | Jaipur | Lucknow.Are you passionate about building strong customer relationships and driving sales growth in the veterinary healthcare space?.Join Vetina Health...Show moreLast updated: 4 days ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQIndia
    About SmartQ : We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    GramPro Business Services Pvt. Ltd.India
    Recruiting for a leading private sector bank".Experience Required : 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Must possess good knowl...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    MittsureIndia
    Locations : MultipleCities Across India | Department : Sales & Marketing.Join the Mission to Transform Learning with Mittsure!. Are you a go-getter who thrives on building connections and driving impa...Show moreLast updated: 27 days ago
    • Promoted
    CRM Manager

    CRM Manager

    Plus MarketsNagpur, IN
    At Plus Markets, we empower traders to turn their skills into income, without risking personal capital.Through our simulated trading platform, we offer real payouts, seamless execution, and dedicat...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    TPIndia
    This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to ...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Drip CapitalIndia
    We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    ollIndia
    OLL is dedicated to fostering practical learning that transcends traditional education.Our educators teach over 20,000+ kids daily across India, both offline through schools and online in over 8+ c...Show moreLast updated: 5 hours ago