Relationship Manager- Sales

Company Description

Founded in 2008, GOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services firm in India, .The company houses the largest distribution network and offers a wide range of financial services and investment solutions. Known for its reliability and customer-centric approach, it has built a strong reputation in the financial sector. The organization is committed to providing clients with tailored investment solutions and unwavering support to achieve financial growth.

Role Description

This is a full-time, on-site role located in Kochi for a Relationship Manager - Sales at GOODWILL WEALTH MANAGEMENT PVT LTD. As a Relationship Manager, you will be responsible for managing client portfolios, identifying new business opportunities, and building strong client relationships. Day-to-day tasks include identifying customer needs, cross-selling financial products, preparing sales reports, and ensuring high levels of client satisfaction and retention. You will also collaborate with other team members to develop innovative approaches to achieving sales targets and providing exceptional customer service.

Qualifications

• Strong relationship building, customer engagement, and client management skills.
• Proficiency in sales techniques, negotiation, and cross-selling financial products.
• Understanding of financial products, market trends, and investment strategies.
• Effective communication, interpersonal, and presentation skills.
• Ability to meet sales targets, handle multiple clients, and work in a goal-oriented environment.
• Detail-oriented with excellent organizational and time-management skills.