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Relationship Manager

Exclusive opportunity

Onsite

Relationship Manager

Contactx Resource Management

Relationship Manager

Skills

Business Development

3 months ago

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Important information


Contract type:

Permanent

Location:

Delhi, India

Work mode:

Onsite

Published on:

7 August 2026

What they need


Proven track record in:

  • Acquire new clients through referrals, networking and business development activities.
  • Generate new traded accounts and build a strong acquisition pipeline.
  • Identify opportunities to increase market penetration within the assigned territory.
  • Drive client activation and business engagement.
  • Develop and maintain long-term relationships with clients.
  • Conduct regular meetings with prospective and existing clients.
  • Understand client financial goals and provide suitable investment recommendations.
  • Ensure superior client servicing and retention.
  • Generate revenue through equity and wealth management products.
  • Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
  • Identify opportunities for cross-selling and up-selling.
  • Grow client assets and increase wallet share.

Notice period - max 2 months

Contact no. - 8318098525.

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