Relationship Manager
LocationMumbai, Maharashtra, India
Typefull-time
SeniorityLead
Experience5+ yrs
DepartmentWeekday's Client via platform
Company size10,000+ people
PostedOct 8, 2026 · 5d ago
Verified live23h ago
At a glanceSummarised by Seekless from the posting.
Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
Advise individuals on informed financial decisions to support long-term financial security and growth.
Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
5+ years experience
NISM XA – XB
Customer Relationship Management
Skills
Customer Relationship Management
About the role
This role is for one of Weekday’s clients
Salary range: Rs 500000 - Rs 1300000 (ie INR 5 - 13 LPA)
Min Experience: 5+ years
Location: Mumbai
JobType: full-time
Requirements
Responsibilities
Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are
met and maintaining high standards of client service.
Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions
.
Advise individuals on informed financial decisions to support long-term financial security and growth.
Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to
client needs.
Must-have skills
NISM XA – XB, Customer Relationship Management