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Relationship Manager

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Onsite

Relationship Manager

Credicus Business Services

Relationship Manager

Skills

Business Development

18 days ago

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Important information


Contract type:

Permanent

Salary:

₹300,000 – ₹650,000 / year

Location:

Bengaluru, Karnataka, India

Work mode:

Onsite

Published on:

8 October 2026

What they need


Role & responsibilities

  • Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
  • Build and manage a strong portfolio of high-value clients.
  • Maintain relationships and grow AUM by cross-selling financial products.
  • Provide investment advisory services based on client risk profile and financial goals.
  • Track and identify potential clients in the target segment for new business acquisition.
  • Stay updated on financial markets, investment products, and industry trends.
  • Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
  • Conduct and support seminars, workshops, and other business development initiatives.
  • Deepen client engagement to increase wallet share and overall portfolio value.

How to Apply?

Interested candidates can apply now. (Call/WhatsApp)
Contact us: HR Avdhut - 7796426971

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