Relationship Manager

Job Description

Job Title: Sales Executive- Relationship Manager Industry: Portfolio Management Location: Delhi Experience: 2-5 Years (Experience in the same industry preferred) Qualification: Graduate Salary Range: 4-5 LPA Job Description We are looking for a dynamic and motivated Sales Executive- Relationship Manager to join our growing team in the portfolio management space. The ideal candidate will have a background in financial services and a proven track record in client acquisition and relationship management. Key Responsibilities Acquire new clients and build long-term relationships. Deepen relationships with existing clients to enhance portfolio value. Sell online broking services including Demat and trading accounts. Identify client needs and provide suitable investment options. Cross-sell financial products such as Mutual Funds, Insurance, and Bonds. Meet monthly sales and revenue targets set by the organization. Promote and convert offline clients to online trading platforms. Maintain regular communication and updates with the reporting manager. Key Skills Strong communication and interpersonal skills. Sound knowledge of financial markets and investment products. Excellent customer service orientation. Strong analytical and problem-solving ability. Goal-oriented and self-motivated. Functional Area Sales / Financial Services This job is provided by Shine.com Show more Show less