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Digital Relationship Manager

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Onsite

Digital Relationship Manager

Life Insurance

Digital Relationship Manager

12 days ago

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Important information


Contract type:

Permanent

Location:

Gujarat, India

Work mode:

Onsite

Published on:

13 October 2026

What they need


Digital RM

  • Designation: Digital Relationship Manager
  • Product: Demat account, mutual funds, insurance, bonds, PMS
  • Location: Ahmedabad
  • Experience: Min 6 months to 2 years
  • CTC: (Depends upon your interview and performance)

Roles and responsibilities

  • New Client Acquisition (Equity and Wealth) and generating revenue from them.
  • Client dealing, negotiations, relations building
  • Managing portfolio of HNI clients
  • Activation of existing inactive clients and sub-brokers
  • Client support and service.

Eligibility:

  • Proficiency in Microsoft Office Word, Excel, and PowerPoint applications.
  • Good communication & interpersonal skills.
  • Minimum graduation needed.

Pay: Up to ₹30,000.00 per month

Benefits:

  • Health insurance
  • Life insurance
  • Provident Fund

Work Location: In person

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