Relationship Manager

Role: Team Leader – Relationship Management (Investments | Inside Sales / Virtual Wealth)

Location: Mumbai

Experience: 8+ years

About InCred Money:

InCred Money is part of the InCred Group and is a digital investment platform specializing in alternative investments such as Unlisted Equity, Corporate Fixed Deposits, Bonds, Mutual Funds, and related products.

Role & Responsibilities:

• Lead, manage, and mentor a team of Relationship Managers, ensuring productivity, quality, and compliance.
• Manage and grow high-value client relationships while also supporting the team in acquiring new clients through leads and referrals.
• Own individual contribution targets, including direct AUM generation and revenue, in addition to team-level performance.
• Drive AUM and revenue targets across investment products through individual contribution and team performance.
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