lucknow uttar pradesh client services manager Jobs – 94 Open Jobs Today

Relationship Manager(Mutual Funds)
V6 ARTHGYAN LLP —Lucknow, Uttar Pradesh
- ₹1,80,000 - ₹2,50,000 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Paid sick time
Quick apply
1h
Business Development Manager (BDM)
Rank up technologies private limited —Jankipuram, Lucknow, Uttar Pradesh
- ₹20,000 - ₹35,000 a month
- Full-time
- Hybrid work
- Sales
- Business development
- Bachelor's degree
Quick apply
3h
Receptionist & Front Desk Executive
WorldWide College Association —Gomtinagar, Lucknow, Uttar Pradesh
- ₹15,000 - ₹22,000 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
Quick apply
Relationship Manager-Equipment Finance-Sales(Digital)-Lucknow - Halwasiya Complex- JM
TATA Capital —Lucknow, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
Sales Manager
Oxyestate Infra Pvt Ltd —Madiyaon, Lucknow, Uttar Pradesh
- ₹14,219.42 - ₹20,000.00 a month
- Full-time
- Sales
- Salesforce
- Business development
Quick apply
7d
Hair Transplant Clinic Manager
Neogen Hair & Skin Clinic Pvt Ltd —Lucknow, Uttar Pradesh
- ₹30,000 - ₹50,000 a month
- Full-time
- Microsoft Word
- English
- Microsoft Office
Quick apply
12d
Business Development Manager (BDM)
Arambh Influence —Lucknow, Uttar Pradesh
- ₹20,000 - ₹35,000 a month
- Full-time
- Sales
- Business development
- In-person
- Cell phone reimbursement
- Paid sick time
Quick apply
10d
Relationship Manager - Supply Chain - Sales Digital - Lucknow - Halwasiya Complex - JM
TATA Capital —Lucknow, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
Inside Sale cum Project Manager
UXI360 InfoTech Pvt Ltd —Gomtinagar, Lucknow, Uttar Pradesh
- ₹15,000 - ₹40,000 a month
- Full-time
- Microsoft Office
- Bachelor's degree
- Software development
- Paid time off
- Cell phone reimbursement
Quick apply
9d
Asst Manager- Sales
UrbanDoor Infratech —Lucknow, Uttar Pradesh
Sales Manager
Solar One Energy —Lucknow, Uttar Pradesh
- ₹16,000 - ₹25,000 a month
- Full-time
- Sales
- In-person
Quick apply
Social Media Manager
Techdock Labs —Lucknow, Uttar Pradesh
- ₹15,000 - ₹25,000 a month
- Full-time
- Social media management
- Analysis skills
- In-person
Quick apply
9d
Branch Sales Manager
Mudra Junction Pvt Ltd —Lucknow, Uttar Pradesh
- ₹14,382.49 - ₹48,422.25 a month
- Full-time
- Sales
- Business development
- In-person
Quick apply
Lead Generation Manager
INOX Software Solutions Pvt. Ltd. —Gomtinagar, Lucknow, Uttar Pradesh
- ₹11,428.99 - ₹39,871.04 a month
- Full-time
- CRM software
- Marketing
- Research
- Paid time off
- Cell phone reimbursement
Quick apply
Financial Consultant
Oikoshreem Infratech Pvt. Ltd. —Hasnain Market, Lucknow, Uttar Pradesh
- ₹15,000 - ₹25,000 a month
- Urgently hiring
- Sales
- 12th Pass
- Bachelor's degree
Quick apply
6d
Relationship Manager-Supply Chain-Sales-Lucknow - Halwasiya Complex-JM
TATA Capital —Lucknow, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
Assistant Officer, Personal Banker, Consumer Banking Group
DBS Bank —Lucknow, Uttar Pradesh
- Full-time
- 12th Pass
- Bachelor's degree
- Computer networking
Sales Manager (IT Solution)
GC Cloud Info System Pvt.Ltd. —Lucknow, Uttar Pradesh
- ₹15,000 - ₹30,000 a month
- Full-time
- CRM software
- Sales
- Bachelor's degree
Quick apply
Career Success Sales Manager
TRE-CRED SOLUTIONS PRIVATE LIMITED —Lucknow, Uttar Pradesh
- ₹10,000 - ₹25,000 a month
- Full-time
- Sales
- Business development
- Recruiting
- Health insurance
- Work from home
Quick apply
Sales Manager (Lab Equipments)
Biovus Lab Research equipments —Lucknow, Uttar Pradesh
- ₹15,000 - ₹30,000 a month
- Full-time
- CRM software
- B.Sc
- Laboratory experience
Quick apply

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Relationship Manager(Mutual Funds)

V6 ARTHGYAN LLP
Lucknow, Uttar Pradesh

Quick apply

Job details

Full-time
₹1,80,000 - ₹2,50,000 a year
1 hour ago

Benefits

Paid sick time

Qualifications

Sales
Business development
Bachelor's degree
Financial concepts
Customer relationship management
Communication skills
Banking

Full job description

Location: Lalbagh, Lucknow, Uttar Pradesh
Pay: ₹1,80,000.00 - ₹2,50,000.00 per year

About Us

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, investment solutions, and simplifying personal finance to help individuals and families achieve their financial goals.

Role Overview

We are looking for a dynamic and client-focused Relationship Manager to manage investor relationships, assist clients with mutual fund investments, and ensure a seamless client servicing experience. This role is ideal for candidates passionate about finance, investments, client engagement, and long-term relationship management.

The candidate will work closely with clients to understand their financial requirements, support investment-related processes, and contribute towards client retention and business growth.

Key Responsibilities

Schedule, attend, and document client meetings (online/offline), including maintaining proper MoM and follow-ups
Manage client onboarding, KYC processing, transactions, and documentation while ensuring compliance standards
Build and maintain strong client relationships by understanding financial goals and investment requirements
Assist clients with mutual fund-related queries, SIPs, and investment processes
Re-engage inactive clients and encourage fresh or increased investments
Ensure timely client servicing, relationship management, and long-term retention
Coordinate with internal teams and management for the smooth execution of client requests
Prepare regular reports and updates regarding client interactions and service activities
Generate leads, referrals, and identify business development opportunities through existing and new client networks
Maintain professional communication through calls, emails, WhatsApp, and virtual meetings

Required Skills & Qualifications

Excellent communication and interpersonal skills
Strong client handling and relationship management abilities
Ability to simplify and explain financial concepts to clients
Basic understanding of Mutual Funds, SIPs, ELSS, and tax-saving investment products preferred
Proficiency in CRM tools, email communication, WhatsApp, and video meeting platforms
Strong organizational and follow-up skills
Graduate in any stream (Commerce/Finance preferred)

Preferred Qualifications

NISM V-A Certification preferred (or willingness to complete certification)
0–2 years of experience in sales, finance, banking, wealth management, or client servicing preferred
Experience in mutual fund advisory or financial services will be an added advantage
Passion for personal finance, investments, and client education
Self-disciplined, target-oriented, and eager to learn

Key Skills

Relationship Management
Mutual Funds & SIP Advisory
Client Servicing
Financial Products
Lead Generation & Client Retention
Communication & Follow-ups
Investment Support
Sales Coordination
Wealth Management Support

Certification: NISM V-A (Preferred)

Travel Requirement: Willingness to travel locally for client meetings when required

Work Location: In-person

Pay: ₹180,000.00 - ₹250,000.00 per year

Benefits:

Paid sick time

Work Location: In person

Quick apply

Refine Your Search

client services manager jobs in lucknow uttar pradesh

Relationship Manager(Mutual Funds)

Business Development Manager (BDM)

Receptionist & Front Desk Executive

Relationship Manager-Equipment Finance-Sales(Digital)-Lucknow - Halwasiya Complex- JM

Sales Manager

Hair Transplant Clinic Manager

Business Development Manager (BDM)

Relationship Manager - Supply Chain - Sales Digital - Lucknow - Halwasiya Complex - JM

Inside Sale cum Project Manager

Asst Manager- Sales

Sales Manager

Social Media Manager

Branch Sales Manager

Lead Generation Manager

Financial Consultant

Relationship Manager-Supply Chain-Sales-Lucknow - Halwasiya Complex-JM

Assistant Officer, Personal Banker, Consumer Banking Group

Sales Manager (IT Solution)

Career Success Sales Manager

Sales Manager (Lab Equipments)

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