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Relationship Manager

Relationship Manager

Skillgenic

0 - 2 years

0 Lacs

Delhi, Delhi

Posted:1 month ago| Platform: Indeed logo

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Skills Required

planning outreach finance communication negotiation schedule

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Relationship Manager Company: PTIC Location: South Delhi Working Days: Monday to Saturday (2nd Saturday Off) Timings: 9:30 AM to 6:00 PM Experience Required: 1–2 years Job Overview PTIC is seeking a proactive and results-driven Relationship Manager with 1–2 years of experience in the financial services industry. The candidate must have a strong understanding of mutual funds, insurance products, and investment planning. This role focuses on client generation, outreach, and deal closure. Key Responsibilities Generate leads through various channels and expand the client base Build and maintain strong relationships with clients Assess client needs and recommend suitable financial products Present and explain mutual fund, insurance, and investment solutions Achieve sales targets and ensure client satisfaction Follow up with potential clients and manage end-to-end deal closure Requirements Bachelor’s degree in Finance, Business, or a related field 1–2 years of experience in financial services or related roles Strong knowledge of mutual funds, insurance, and investment options Excellent communication, negotiation, and interpersonal skills Self-motivated, goal-oriented, and customer-focused Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹28,000.00 per month Schedule: Morning shift Work Location: In person

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Relationship Manager