Convenify retails Pvt. Ltd.
Relationship Manager
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Maharashtra, India
Work mode:
Onsite
Published on:
27 September 2026
What they need
Dear Candidates,
Hiring Relationship Manager
Job Role : Relationship Manager (Wealth Management)
Job Description :
Managing Existing MNI, NRI Investor's Portfolios.
Conduct calendarized Portfolio Reviews for Existing Investors.
Taking care of ongoing Product/Service requirements of the Investors.
Upsell & Cross sale from mapped client's/portfolio.
Timely referral generation from mapped investors & conversion of References allocated.
Qualification/Skill Sets Required :
Graduate/Post Graduate
Good understanding of financial services & products
Excellent Communication Skills (Hindi, English, Any Regional Language)
NISM VA(Mutual Fund) certification.
CFP/CWM Certification preferred
Minimum 3 years of Work Experience in relevant job profile with either Mutual Fund House or a Wealth Management setup
Interested candiddates can share your resume on- [email protected]
or WhatsApp me on- 8800232328
Regards,
Harleen Khuller
HR Consultant | Talent Acquisition Specialist
NPR Connect
+91-8800232328
Pay: ₹30,000.00 - ₹50,000.00 per month
Work Location: In person
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