Freshers & Experience || Full Time || Relation Executive

Job Title: Relationship Executive / Relationship Manager

About RichHarbor

RichHarbor is a financial services platform offering solutions across unlisted shares, private markets, life insurance, corporate finance, and capital solutions.

## Job Responsibilities

- Build and maintain strong relationships with clients, financial professionals, and business partners.

- Identify new business opportunities through calls, referrals, networking, and follow-ups.

- Schedule and attend client meetings, partner meetings, and business development meetings to generate new business.

- Conduct face-to-face meetings with prospective clients, bankers, wealth managers, and other financial professionals.

- Understand client requirements and recommend suitable financial solutions.

- Follow up with prospective clients and convert leads into business opportunities.

- Coordinate with internal teams for quotations, documentation, transactions, and client servicing.

- Maintain accurate client records, meeting updates, sales reports, and follow-ups in the CRM or company sheet.

- Achieve assigned business development and relationship management targets.

## Requirements

- 2-5 years of experience in sales, relationship management, business development, banking, insurance, or financial services.

- Excellent communication, interpersonal, and negotiation skills.

- Ability to build client relationships and generate business.

- Willingness to travel locally for client and partner meetings, as required.

- Basic knowledge of financial products, banking, or insurance is preferred.

- Comfortable with calling, follow-ups, face-to-face meetings, and working in a target-driven environment.

- Proficiency in MS Excel and basic computer applications.

## What We Offer

- Competitive salary based on experience.

- Performance-based incentives, where applicable.

- Exposure to financial services and wealth management solutions.

- Career growth opportunities in a growing financial services company.

Location: Gurugram, Haryana

Job Type: Full-Time | Work From Office

Experience: 2-5 Years

Salary: Depending on experience and skills.

Interested candidates can apply with their updated CV.

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Graduate (B.A)

• Role

  Relation Executive

• Industry Type

  Financial Sector

• Gender

  [ Male / Female ]

• Age Limit

  20 - 35 Yrs.

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Benefits include

  Travel Allowance (TA), Mobile Allowance, Internet Allowance, Laptop