Senior Relationship Manager

Job Title: Relationship Manager

Experience Required: 3+ years

Location: Gurgaon

Joining: Immediate joiners only

Education: Graduate

Working Days -Mon to Sat

About ZFunds

ZFunds is on a mission to democratize personal finance across Bharat . While financial products have become more accessible, theyre still seen as an urban luxury. We're here to change that. We believe that small-town India deserves access to better financial advice and investment opportunities beyond traditional options like LIC.

Were growing fast and are looking for passionate individuals who want to grow with us. If youre someone who thrives in a dynamic, customer-focused environment and is excited about making a real impact this opportunity is for you.

Learn more about us:

Website

Android App | iOS App

Role & Responsibilities

As a Relationship Manager , you will be responsible for building and nurturing client relationships while driving sales of investment products like Mutual Funds, Fixed Deposits.

• Build and maintain strong B2B relationships with customers and channel partners
• Promote and sell investment products through consultative sales approaches
• Manage client portfolios and provide regular updates and insights
• Address and resolve customer queries in a timely and professional manner
• Meet and exceed monthly targets and performance metrics
• Experience in handling HNI clients.
• Keep records updated in the CRM and provide periodic reports to leadership

Requirements

• 3+ years of experience in a client-facing role (Financial Services preferred)
• Must hold a valid NISM certification
• Proven track record of achieving sales or relationship targets
• Proficient in MS Office and familiar with CRM tools
• Strong communication, negotiation, and problem-solving skills
• Customer-first mindset with a proactive and enthusiastic approach
• Must be available to join immediately
• Working Days Mon to Sat