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Relationship Manager

Posted: posted 12 days ago

Job Overview

Location India
Department Finance
Experience 5-10 years
Salary Not Disclosed

Job Description

Job Title: Relationship Manager (Wealth and Treasury Solutions)

Location: Mumbai

Job Type: Full-time

Role Overview

This is a high-impact B2B and HNI’s client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with Companies , UHNIs, and Family Offices. The individual will play a crucial role in expanding IFA Global's Treasury and Wealth Management client base while working closely with top-level management. Over 2–3 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participating in high-level meetings.

Key Responsibilities

  • Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices.
  • Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided).
  • Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking.
  • Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.
  • Support business growth by identifying client needs and positioning IFA’s value-added services.
  • Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels.
  • Transition into a Treasury/Wealth Advisor or Managerial Role within 1–2 years based on performance , business generated and leadership quality.

 

 
   

 

 

       Qualifications & Experience

  • 3–5 years of experience in sales. Very proficient in English and the basics of financial concepts.
  • Experience in customer service or relationship management will be preferred. Making calls and setting meetings is an integral part of the role. Some databases will be shared, the rest has to be sourced through references and searches.
  • Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments.
  • Excellent communication skills, both verbal and written, with fluency in English.
  • Highly motivated, entrepreneurial mindset, strong relationship management skills.
  • Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA.
  • Not suitable for candidates with only back-office or operational profiles or analyst roles.

    If you are interested kindly share your updated profile on Sourcing@deltareco.com or you may reach us on +91 7420972744

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