Relationship Manager

Job Summary:

We are looking for a Service Relationship Manager to provide exceptional client servicing and support to our High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves managing client relationships, ensuring seamless execution of transactions, resolving service-related issues, and supporting relationship managers in deepening client engagement.

Key Responsibilities:

• Act as the primary point of contact for client service requests, queries, and escalations.

• Provide end-to-end support in client onboarding, KYC compliance, and documentation.

• Monitor client portfolios and share timely updates, reports, and insights.

• Coordinate with internal teams (operations, compliance, product) to ensure smooth service delivery.

• Assist Relationship Managers in identifying client needs and suggesting suitable products.

• Ensure timely and accurate execution of client instructions (transactions, redemptions, transfers, etc.).

• Proactively follow up with clients for renewals, payments, and compliance requirements.

• Maintain high service standards, ensuring personalized attention and a client-first approach.

• Support in organizing client meetings, investment reviews, and portfolio discussions.

• Track and report client servicing metrics and feedback to management.

Required Skills & Competencies:

• Strong client relationship management and interpersonal skills.

• Excellent communication skills (both verbal and written).

• Good understanding of wealth management products (mutual funds, insurance, equity, debt, PMS, AIFs, etc.).

• Knowledge of compliance and regulatory requirements (SEBI, RBI, KYC, AML).

• Strong analytical and problem-solving abilities.

• High attention to detail and accuracy in handling financial transactions.

• Ability to work under pressure and manage multiple client requests.

• Proficiency in MS Office and exposure to CRM systems.

Qualifications & Experience:

• Graduate/Postgraduate in Finance, Business Administration, or related field.

• 2–5 years of experience in client servicing/relationship management in wealth management, banking, or financial services.

• Certifications like NISM, AMFI, IRDA, CFP will be an added advantage.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Post Graduate and above and above with 2 - 6 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹50000 - ₹50000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 5 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., 4TF SERVICES PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 1 Relationship Manager at 4TF SERVICES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:00 AM - 06:00 PM timing.