Relationship Manager

A Relationship Manager in a financial services company is responsible for acquiring and managing client relationships by understanding their financial goals and offering suitable investment and financial products such as equities, mutual funds, insurance, and other solutions. The role focuses on client servicing, portfolio coordination, cross-selling, and revenue generation while ensuring high levels of customer satisfaction. The Relationship Manager also ensures proper documentation, regulatory compliance, and acts as a single point of contact for clients, maintaining long-term relationships and driving business growth.