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Relationship Manager

Three Across

5 - 10 years

Alipur

Posted: 29/05/2026

Job Description

Relationship Manager


Location: Delhi

Experience Required: 26 Years

Employment Type: Full-Time


About the Role


We are looking for a driven and relationship-focused professional to join a growing financial services team as a Relationship Manager. The role involves managing client relationships, driving revenue growth, identifying new business opportunities, and supporting strategic sales initiatives.

The ideal candidate should have strong communication skills, a consultative sales approach, and experience working in financial services, insurance, investments, banking, or related sectors.


Key Responsibilities

  • Identify and develop new business opportunities in the market
  • Manage and grow relationships with existing clients
  • Drive revenue through cross-selling and upselling of financial products
  • Support sales strategy execution and market penetration initiatives
  • Conduct lead generation and client acquisition activities
  • Build and maintain strong client and partner relationships
  • Coordinate with internal teams to achieve business goals and sales targets
  • Ensure adherence to compliance and documentation processes
  • Develop structured sales pipelines and conversion strategies


Desired Skills & Experience

  • 2+ years of experience in:
  • Relationship Management
  • Business Development
  • Sales
  • Account Management
  • Financial Services
  • Strong understanding of:
  • Mutual Funds
  • Insurance
  • Banking / Financial Products
  • Investment Solutions
  • Excellent communication and stakeholder management skills
  • Strong target orientation and sales mindset
  • Ability to build long-term client relationships
  • Experience in field sales or customer-facing roles is preferred


What Were Looking For

  • High ownership and initiative
  • Strong interpersonal and negotiation skills
  • Ability to work in a fast-paced environment
  • Commercial mindset with customer-centric approach
  • Strong execution and relationship-building capability


If you are passionate about client engagement, business growth, and financial solutions, wed love to connect with you.

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