LU

Relationship Manager (2 Openings)

Featured
Lucia Financial Services India Pvt LtdVerified
4.2(4,682 Reviews)
Eluru, Andhra Pradesh
FULL TIME
3-5 Years
₹2,00,000 - ₹4,00,000 P.A.
Posted 15/10/2026
BankingFinance

Job Description

About Lucia: Fast-growing financial services company in Eluru offering investments, loans, insurance and advisory.
Role: Manage and grow a portfolio of high-value clients and guide Relationship Executives.
Responsibilities: Grow client investments (AUM); Run portfolio reviews and recommend products; Acquire HNI clients through referrals; Coach Relationship Executives; Ensure KYC and compliance; Meet revenue targets.
Requirements: Graduate/MBA Finance; 3+ years in wealth management, broking, banking or insurance with a client book; NISM V-A/VIII preferred; Fluent Telugu and English; Local network a plus.
We offer: Fixed salary + incentives; NISM training support; clear growth path. On-site at 1st Floor, Sri Sai Complex, D Mart Road, Eluru 534002 (Mon-Sat).
Apply: Email your CV to manoj.luciafinserv@gmail.com with subject "Relationship Manager - Eluru".

Key Responsibilities

  • Execute daily functional duties in strict compliance with operational protocols.
  • Coordinate actively with cross-departmental stakeholders to fulfill team goals.
  • Prepare and maintain accurate operational records and performance summaries.
  • Identify workflow improvements to increase daily output efficiency.
  • Adhere strictly to corporate guidelines, quality benchmarks, and data confidentiality.

Required Skills & Qualifications

  • Recognized educational credential matching the role specifications.
  • Proven prior working experience in a similar organizational setup.
  • Good verbal communication and professional office etiquette.

Preferred Qualifications

  • Experience with large scale, high traffic systems.
  • Familiarity with cloud architectures.
  • Open source contributions.

Benefits & Perks

Health Insurance
Work From Office
Paid Time Off
Learning & Development
Performance Bonus
On-site Cafeteria
SPONSORED / ADVERTISEMENTPagaar India Partners

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Company Overview

LU

Lucia Financial Services India Pvt Ltd

4.2(4,682)
Company Office
Banking & Insurance
10,000+ Employees
Eluru, Andhra Pradesh
View Company Profile

Salary Insights

Estimated salary for this role in Eluru

₹ 12 LPA
Min
₹ 18 LPA
Average
₹ 24 LPA
Max

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SPONSORED / ADVERTISEMENTPagaar India Partners

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