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Relationship Manager

Tax Manager

New Delhi, Delhi, India Full-time February 20, 2026

Found Description

Job Title: Relationship Manager - Sales

Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech

Salary- 25k to 40k



Key Responsibilities:


  • Acquire and onboard new clients by understanding their tax and financial needs.
  • Maintain strong client relationships through regular engagement and proactive financial advisory.
  • Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
  • Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
  • Achieve assigned sales and revenue targets consistently.
  • Manage client retention strategies to minimize attrition.
  • Provide prompt and effective customer service, resolving queries/issues.
  • Ensure full compliance with KYC and other regulator...

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