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Relationship Manager

2 years

0 Lacs

Posted:18 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

🚨 Job Opening: Relationship Manager 🏢 Company: SR Investments 📍 Location: Sangli, Maharashtra 🕘 Timing: 10:00 AM to 6:30 PM 💼 Work Type: On-site | Full-time 💰 Salary: ₹20,000 – ₹30,000 per month + Performance-Based Incentives 🔹 Roles: As a Relationship Manager, you’ll be the bridge between our clients and their financial aspirations. Your role is to guide, educate, and support them through their investment journey. 🔹Key Responsibilities: Build and nurture long-term client relationships Understand client goals and recommend suitable financial products Offer guidance on mutual funds, bonds, and insurance Regularly follow up with leads and support onboarding Stay up to date with financial products and market trends 🔹 Requirements: Bachelor’s degree (any stream) 1–2 years of relevant experience in financial services, insurance, or mutual funds (mandatory) Good communication and interpersonal skills Basic understanding of investment products Sales mindset with a client-first attitude 🔹 About SR Investments: SR Investments is a part of the SR Group, a legacy business with 50+ years of trust in financial services. We provide personalized financial blueprints through mutual funds, bonds, and insurance solutions. Our mission is to deliver smarter, goal-based financial planning to every household. 🔹 Why Join Us? ✨ Learn directly from industry experts 📚 Exposure to advisory across mutual funds, bonds, and insurance 🎯 Build a meaningful career in client-centric financial planning 📩 How to Apply: Send your resume to hrsrinvestments@gmail.com OR Send your resume to +919404817535 Show more Show less

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