Relationship Manager – Financial Services

Job Description

Job Summary We are looking for an experienced and client-focused Relationship Manager to join our financial services team. The role involves managing high-value client relationships, providing financial advisory in insurance and mutual funds, and driving business growth through client retention and acquisition. Key Responsibilities Manage and grow relationships with existing clients Acquire new clients for insurance, mutual funds, and investment products Understand client financial goals and provide suitable investment solutions Conduct regular portfolio review meetings and advisory sessions Ensure high levels of client satisfaction and retention Achieve assigned sales and revenue targets Stay updated with market trends, financial products, and regulatory changes Coordinate with internal teams for smooth service delivery Job Details Job Type: Full-Time Industry: Financial Services / Wealth Management Functional Area: Sales / Relationship Management Location: Delhi (Defence Colony) Contact Details HR Department PTIC Corporate Services Pvt. Ltd. Email: hr@pticindia.com Mobile: 9266608996 Address: C-347, Basement, Defence Colony, New Delhi – 110024 Interview Information Interested candidates are requested to confirm their availability for the interview so a suitable time slot can be arranged.