Relationship Manager

Key Responsibilities:

Client Acquisition & Relationship Management

• Identify and acquire new clients through cold calling, networking, and referrals.
• Build and maintain long-term relationships with clients to enhance engagement and loyalty.

Sales & Business Development

• Sell multiple financial products such as mutual funds, life and general insurance, home loans, personal loans, fixed deposits, and other investment options.
• Meet or exceed monthly sales targets and revenue objectives.
• Conduct financial needs analysis for clients and recommend suitable products.

Portfolio Management

• Manage a portfolio of existing clients ensuring high retention and increased wallet share.
• Provide regular portfolio reviews and financial planning advice.

Cross-Selling & Up-Selling

• Identify opportunities for cross-selling and up-selling across product categories.
• Maintain updated product knowledge to present relevant solutions to clients.

Compliance & Documentation

• Ensure KYC compliance and proper documentation for all client transactions.
• Follow company and regulatory guidelines for sales and advisory services.

Required Qualifications & Skills:

• Graduate / Post-Graduate in Finance, Commerce, or related field.
• Minimum 2–4 years of experience in financial product sales (mutual funds, insurance, loans, etc.).
• Strong knowledge of multiple financial products and market trends.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work under pressure and achieve targets.
• AMFI/IRDA certification preferred (or willingness to acquire).

Key Competencies:

• Sales-driven mindset with a client-first approach.
• Strong networking ability.
• Analytical thinking and problem-solving.
• Self-motivated and result-oriented.

ONLY CANDIDATES HAVING FINANCIAL PRODUCTS SALES EXP IN MUMBAI SHOULD APPLY.

CTC Up to 6.5 LPA