Relationship Manager

Recruitment Mantra Hiring Relationship Executive / Manager for SAFFOLLYA O SAMRIDDHI LLP

We are looking for a dynamic and customer-focused Relationship Executive / Manager to join SAFFOLLYA O SAMRIDDHI LLP. The ideal candidate will be responsible for promoting mutual funds and other financial products, managing client relationships, and driving business growth.

Key Responsibilities

• Acquire new clients and build strong long-term relationships.
• Promote and sell mutual funds and other financial products.
• Understand client needs and provide suitable investment recommendations.
• Achieve monthly and quarterly sales targets.
• Maintain regular follow-up with clients for service, queries, and portfolio updates.
• Prepare and maintain sales reports and client records.

Eligibility Criteria

• Graduate in any discipline.
• Minimum

  1+ year experience

  in

  Mutual Fund sales

  or sales of other

  financial products

  .
• Strong communication and client-handling skills.
• Ability to achieve targets and work in a goal-driven environment.