Client Relationship Manager

20 - 30 years

1 - 3 Lacs

Posted:5 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are hiring a Relationship Manager to handle client acquisition, follow-ups, and sales for Mutual Funds, Insurance, and Financial Products.
The role includes calling leads, meeting existing clients, explaining products, maintaining relationships, and coordinating with the back-office team for onboarding and documentation.

Responsibilities:

  • Convert leads into clients
  • Explain SIP, insurance & financial plans
  • Maintain client relationships & follow-ups
  • Achieve monthly sales targets
  • Assist in KYC, onboarding & basic documentation

Requirements:

  • Age: 20 to 30 years
  • Education: Graduation
  • Good communication (Hindi/Punjabi)
  • Freshers welcome
  • Target-oriented & confident personality

Apply Now:

writetoxpert@gmail.com98156 86433
Xperts Solution, Bathinda

Job Type: Full-time

Pay: ₹12,000.00 - ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person

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