Relationship Manager

Key Responsibilities

Client Acquisition and Retention

• Acquire new clients by identifying potential customers and assessing their financial needs.
• Build and maintain long-term relationships with existing clients to ensure loyalty and satisfaction.
• Conduct client meetings to understand goals and recommend appropriate financial products.
• Business generation through CPs

Sales and Product Promotion

• Promote and sell equity, mutual funds, loans, and other financial products to meet individual and branch sales targets.
• Identify cross-selling and up-selling opportunities within the existing client portfolio.
• Assist clients in portfolio diversification and provide timely investment advice.
• Revenue generation through CPs

Customer Service

• Address and resolve customer queries and concerns promptly.
• Provide consistent follow-up and updates to clients on market trends, investment opportunities, and policy changes.
• Ensure a high standard of customer service at all times.

Market and Product Knowledge

• Stay updated on financial products, services, market trends, and competitor offerings.
• Share insights and recommend changes to client portfolios based on market performance.

Compliance and Reporting

• Ensure compliance with company policies, regulatory guidelines, and financial industry standards.
• Maintain accurate and up-to-date client records, including transactions and communications.
• Submit regular sales and activity reports to management.

Qualifications and Skills

Educational Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.

Experience

• 3–5 years of experience in financial services, sales, or customer relationship management.
• Experience in equity, mutual funds, and loan sales is preferred.

Skills

• Strong understanding of equity, mutual funds, loans, and other financial products.
• Excellent communication, negotiation, and interpersonal skills.
• Analytical ability to assess client needs and provide tailored solutions.
• Proficiency in MS Office Suite and CRM tools.
• Goal-oriented, self-motivated, and able to work independently or in a team.

Job Type: Full-time

Pay: ₹45,000.00 - ₹50,000.00 per month

Application Question(s):

• Do you have Experience in equity, mutual funds or loan sales?
• Please share the following:

Current CTC
Expected CTCNotice Period

• Are you from Mumbai? If YES then only apply as Outstation candidates are not Preferred

Education:

• Bachelor's (Required)

Experience:

• Customer relationship management: 3 years (Required)

Location:

• Andheri West, Mumbai, Maharashtra (Preferred)

Work Location: In person