Job Description

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Chennai & Coimbatore Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218 .