Relationship Manager - Mumbai - Discoveries Quintessential

    Discoveries Quintessential
    ₹15,000 - ₹28,000 (INR) per year
    Description

    Job Description

    Role Name: Relationship Manager

    Location: Mumbai

    Work Mode: Hybrid (Inside + Field)

    Company Overview:

    We are a growing FinTech company operating in the mutual funds and wealth distribution space. Our digital platform empowers mutual fund distributors and partners by simplifying investment adoption and enabling scalable AUM growth.

    Role Overview:

    The Relationship Manager will be responsible for acquiring, onboarding, and nurturing relationships with mutual fund distributors (MFDs). The role involves both inside and field interactions to drive platform adoption, business growth, and long-term partner engagement.

    Key Responsibilities:

    • Acquire and onboard new Mutual Fund Distributors (MFDs) through field visits, meetings, and inside sales efforts
    • Build and maintain strong relationships with existing distributors to ensure consistent business flow
    • Drive AUM growth by supporting distributors in increasing investor engagement
    • Conduct product demonstrations, training sessions, and onboarding support (virtual & in-person)
    • Educate partners on platform features, benefits, and digital adoption
    • Plan and execute regular field visits, partner engagement activities, and review meetings
    • Achieve monthly and quarterly sales and relationship targets
    • Identify new business opportunities and expansion areas within assigned territories
    • Maintain updated distributor data, sales reports, and pipeline trackers
    • Coordinate with internal teams (product, operations, tech, and support) to resolve partner issues
    • Gather market insights and distributor feedback to contribute to product and process improvements

    Skills & Qualifications:

    • 2–6 years of experience in Mutual Funds/AMC Sales/Wealth Management/FinTech relationship roles
    • Strong understanding of mutual fund products and distribution networks
    • Proven experience in relationship management and field sales
    • Excellent communication, client handling, and negotiation skills
    • Ability to manage high-value relationships and drive consistent engagement
    • Graduate degree required (MBA preferred but not mandatory)
    • Self-driven, target-oriented, and comfortable with hybrid work (inside + field)

    Benefits:

    • Opportunity to work with a fast-growing FinTech platform
    • Exposure to the wealth-tech ecosystem and digital finance
    • Performance-driven growth, incentives, and career advancement opportunities
    • Supportive and learning-focused work culture

  • Work in company

    Relationship Manager- NBFC

    Only for registered members

    Hiring for Biggest NBFC in India: · Requirement: Rich experience in Home Loan · Sourcing Channel: Connector, Builder · ROI: 7.3% · File size: 10L to 10Cr+ · Insurance Incentive: 1.5% · CTC: UPTO 4.5LPA · International trips every quatre · ...

    Mumbai

    1 week ago

  • Work in company

    Relationship Manager and Sr. Relationship

    Only for registered members

    Company Description · Nynex Realty Venture Pvt Ltd is a dynamic Proptech real estate advisory firm with an experienced team deeply understanding the real estate industry. We offer a comprehensive portfolio of services, including sales and leasing of residential and commercial pro ...

    Mumbai, Maharashtra

    1 week ago

  • Work in company

    Relationship Manager and Sr. Relationship

    Only for registered members

    This is a full-time on-site role for a Relationship Manager located in Mumbai. · The primary responsibilities include building and maintaining strong relationships with clients, · understanding their requirements, and providing tailored solutions to meet their goals. ...

    Mumbai, Maharashtra

    2 months ago

  • Work in company

    Relationship Manager

    Only for registered members

    We are Hiring for Car Loan Relationship Manager || Branch Manager|| Deputy City Head · Role Description · Designation: Relationship Manager · Reporting -Branch Manager · Location - Maharashtra (All Area) · Job Description: · The Relationship Manager Should Dynamic and Customer O ...

    Mumbai, Pune

    1 week ago

  • Work in company

    Relationship Manager

    Only for registered members

    Description · tions) · The Kotak Mahindra Group    · The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The ...

    Mumbai, Maharashtra, India ₹15,000 - ₹28,000 (INR) per year

    1 week ago

  • Work in company

    Relationship Manager

    Only for registered members

    Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations Organize and manage branch staff to achieve sales targets Foster relationships with internal team and channel partners to drive sales for the company Ensure compl ...

    Mumbai, Mumbai, Mumbai Suburban

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    Build and maintain strong relationships with existing clients. · Proactive Client Engagement: · New Client Acquisition: · ...

    Mumbai, Pune

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    · DIRECT FIELD SALES ROLE FOCUSED ON ACHIEVING TARGETS AND CLOSING DEALS. · ...

    Mumbai

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    This is a full-time on-site role for a Relationship Manager located in Mumbai. The Role involves building and maintaining strong client relationships, understanding client needs and delivering tailored insurance solutions. ...

    Mumbai, Maharashtra

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    We are hiring Relationship Managers – Wealth for a leading organization in the Wealth Management industry, · Manage and grow relationships with HNI & UHNI clients · ...

    Mumbai, Maharashtra

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    + Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach. · • Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources. · • Conduct regul ...

    Mumbai, Maharashtra

    3 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    We are looking for a Relationship Manager who will be responsible for managing and nurturing relationships with enrolled counsellors and ensuring smooth conversion of prospects into business partners. · ...

    Mumbai

    1 week ago

  • Work in company

    Relationship Manager

    MoneyWorks Financial Services

    Role Description · This is a full-time Relationship Manager role located on-site in Versova, Mumbai at MoneyWorks Financial Services. The Relationship Manager will be responsible for building and maintaining client relationships, analyzing investment needs, providing recommendati ...

    Mumbai

    1 week ago

  • Work in company

    Relationship Manager

    Only for registered members

    This is a full-time role based in Mumbai for a Relationship Manager (Fresher MBA in Marketing) responsible for building and maintaining long-term relationships with residential societies, · ResponsibilitiesBuilding and maintaining long-term relationships with residential societie ...

    Mumbai, Maharashtra

    1 month ago

  • Work in company

    Relationship Manager

    Only for registered members

    This is a full-time on-site role based in Mumbai for a Relationship Manager. The ideal candidate will support education loan and forex sales by engaging directly with students and parents. · Counsel students and parents on education loan products and overseas financial solutions ...

    Mumbai, Maharashtra

    2 weeks ago

  • Work in company

    Relationship Manager

    Only for registered members

    Market Assessment and Business Development · Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. · Participates as and when required in meetings with key customers, promoters, prospective custome ...

    Mumbai Metropolitan Region

    3 days ago

  • Work in company

    Relationship Manager

    Only for registered members

    Description · As a Relationship Manager, you will be the primary point of contact for our affluent customers, providing them with a personalized and exceptional banking experience. Your role involves understanding their unique financial needs, offering tailored advice, and delive ...

    Mumbai, Maharashtra, India

    1 week ago

  • Work in company

    Relationship Manager

    Only for registered members

    Company Description · Numbertree LLP is a consulting engineering and audit services firm dedicated to delivering cutting-edge solutions to modern business challenges. With nearly two decades of expertise, we operate across diverse sectors including infrastructure, transportation, ...

    Mumbai, Maharashtra

    1 week ago

  • Work in company

    Relationship Manager

    Vivriti Capital

    About Vivriti Group · Vivriti Group is a trailblazer in the mid-market lending space, offering customized debt solutions to mid-sized enterprises. The group operates through two core businesses: · Vivriti Capital Limited: A systematically important Non-Banking Financial Company ( ...

    Mumbai

    2 days ago

  • Work in company

    Relationship Manager

    Only for registered members

    A relationship manager develops and maintains relationships with large corporate clients. · ...

    Mumbai

    1 month ago

Jobs
>
Relationship manager
>
Jobs for Relationship manager in Mumbai