Client Relationship Manager

Job Description: As a Client Relationship Manager (Field Sales) at Bigul.co, you will play a crucial role in acquiring and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in financial products and proven track record in sales and client relationship management will be instrumental in driving revenue growth and achieving sales targets through field sales activities. You will provide financial advisory services to clients based on their investment needs and build long-term customer relationships through trust and consultative selling. Conducting regular meetings, client visits, and presentations to promote products and services will be key responsibilities. Additionally, staying updated with market trends, competitor activities, and regulatory guidelines will be essential to succeed in this role. Key Responsibilities: - Identify, acquire, and manage new and existing clients for financial products (Mutual Funds, Insurance, Broking). - Achieve sales targets and drive revenue growth through field sales activities. - Provide financial advisory services to clients based on their investment needs. - Build and maintain long-term customer relationships through trust and consultative selling. - Conduct regular meetings, client visits, and presentations to promote products and services. - Stay updated with market trends, competitor activities, and regulatory guidelines. Key Requirements: - Graduate/Postgraduate in Finance, Business, or related field. - 3-4 years of experience in sales of financial products (Mutual Funds, Insurance, Broking). - Strong client acquisition and relationship management skills. - Excellent communication, negotiation, and interpersonal skills. - Ability to work independently and achieve targets. - Must be comfortable with field sales and frequent client interactions. Job Description: As a Client Relationship Manager (Field Sales) at Bigul.co, you will play a crucial role in acquiring and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in financial products and proven track record in sales and client relationship management will be instrumental in driving revenue growth and achieving sales targets through field sales activities. You will provide financial advisory services to clients based on their investment needs and build long-term customer relationships through trust and consultative selling. Conducting regular meetings, client visits, and presentations to promote products and services will be key responsibilities. Additionally, staying updated with market trends, competitor activities, and regulatory guidelines will be essential to succeed in this role. Key Responsibilities: - Identify, acquire, and manage new and existing clients for financial products (Mutual Funds, Insurance, Broking). - Achieve sales targets and drive revenue growth through field sales activities. - Provide financial advisory services to clients based on their investment needs. - Build and maintain long-term customer relationships through trust and consultative selling. - Conduct regular meetings, client visits, and presentations to promote products and services. - Stay updated with market trends, competitor activities, and regulatory guidelines. Key Requirements: - Graduate/Postgraduate in Finance, Business, or related field. - 3-4 years of experience in sales of financial products (Mutual Funds, Insurance, Broking). - Strong client acquisition and relationship management skills. - Excellent communication, negotiation, and interpersonal skills. - Ability to work independently and achieve targets. - Must be comfortable with field sales and frequent client interactions.