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Job Post : Relationship Manager

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Relationship Manager

Posted: posted 2 days ago

Job Overview

Location India
Department investment and finance
Experience 2-5 years
Salary INR 1200000

Job Description

Key Responsibilities

● Drive professional services sales by targeting Treasury Solutions for export-import companies and Wealth Solutions for UHNI and family offices.

● Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (database and support provided). ● Maintain accurate CRM records in Zoho for leads, meetings, and pipeline tracking.

● Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.

● Support business growth by identifying client needs and positioning IFA’s value-added services.

● Collaborate with the senior team to strategise entry points and engage clients at promoter/CFO levels.

● Transition into a treasury/wealth advisor or managerial role within 1–2 years based on performance, business generated and leadership quality.

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