About This Role
FinServe India is hiring an experienced and client-focused Relationship Manager to manage and grow a portfolio of high-value banking and investment clients in Delhi. You will serve as the primary point of contact for assigned clients, offering personalised financial advice, resolving service queries, and identifying opportunities to deepen relationships through cross-selling relevant products.
Key Responsibilities
- Manage a portfolio of retail or HNI banking clients, ensuring high levels of satisfaction, retention, and engagement
- Conduct regular portfolio reviews and proactively identify opportunities to offer additional financial products such as mutual funds, insurance, and structured deposits
- Onboard new clients efficiently by guiding them through account opening, KYC, and product selection processes
- Achieve assigned revenue targets for NTB (new-to-bank) acquisition, cross-sell, and portfolio growth
- Handle and resolve client complaints promptly, escalating complex cases to senior relationship managers as needed
- Maintain accurate client records in the CRM system and keep relationship notes up to date
- Stay informed about market trends, new product launches, and regulatory updates to provide timely and relevant financial guidance
- Collaborate with product specialists, operations, and compliance teams to deliver seamless client service
Required Skills and Qualifications
- Bachelor's or Master's degree in Finance, Business, Economics, or a related field
- 2–5 years of experience in relationship management, wealth management, or premium banking
- Strong knowledge of banking products, investment instruments, and financial planning principles
- Excellent interpersonal, communication, and persuasion skills
- AMFI/IRDA certification or CFP qualification is a significant advantage
- Proficiency in CRM software, Excel, and financial analysis tools
What We Offer
- Attractive monthly salary of ₹40,000–₹70,000 based on portfolio size and experience
- High-performance incentives linked to revenue generation and client satisfaction scores
- Access to FinServe India's premium client network and top-tier product suite
- Ongoing training in financial planning, portfolio management, and client advisory skills
- Leadership development programme for high performers with clear promotion timelines
About FinServe India
FinServe India is a wealth management and financial advisory firm serving affluent and high-net-worth clients across India's major metro cities. Our Delhi team manages relationships with clients across retail banking, investment management, and insurance, delivering bespoke financial solutions backed by deep market expertise.