Relationship Manager - Mumbai Metropolitan Region - InCred Money

    InCred Money
    InCred Money Mumbai Metropolitan Region

    1 week ago

    ₹15,000 - ₹28,000 (INR) per year Accounting / Finance
    Description

    Role: Team Leader – Relationship Management (Investments | Inside Sales / Virtual Wealth)

    Location: Mumbai

    Experience: 8+ years

    About InCred Money:

    InCred Money is part of the InCred Group and is a digital investment platform specializing in alternative investments such as Unlisted Equity, Corporate Fixed Deposits, Bonds, Mutual Funds, and related products.

    Role & Responsibilities:

    • Lead, manage, and mentor a team of Relationship Managers, ensuring productivity, quality, and compliance.
    • Manage and grow high-value client relationships while also supporting the team in acquiring new clients through leads and referrals.
    • Own individual contribution targets, including direct AUM generation and revenue, in addition to team-level performance.
    • Drive AUM and revenue targets across investment products through individual contribution and team performance.
    • Monitor team KPIs, conversion ratios, and client engagement metrics; provide regular coaching and feedback.
    • Ensure strict adherence to regulatory, compliance, and internal governance requirements across the team.
    • Own team-level P&L performance, with a strong focus on sustainable revenue growth and long-term client relationships.
    • Act as a bridge between business, compliance, and product teams to ensure smooth execution and client satisfaction.
    • Play an active role in process improvement, training, and best-practice sharing within the team.

    Qualifications:

    • Candidate with a finance-related qualification (MBA, CFP, CA, CFA, or similar).
    • Strong understanding of investment products including Unlisted Equity, Bonds, Mutual Funds, FDs, etc.
    • Minimum 8+ years of experience in wealth management, investments, or financial services.
    • Prior experience in a team handling / leadership role is mandatory.
    • Comfortable with virtual relationship management, including extensive client interactions over phone calls and video meetings.
    • Strong ability to mentor, guide, and drive performance of relationship managers.

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Relationship manager