Relationship Manager

Position:

Industry:

Employment Type:

About Us

We are a SEBI-registered investment advisory firm helping individuals and businesses achieve their financial goals through personalised planning and professional guidance.

Role & Responsibilities

• Identify and meet potential clients (individuals, professionals, business owners) in the assigned territory.
• Present our financial advisory services and investment products clearly and effectively.
• Build and maintain strong client relationships for long-term business.
• Achieve monthly/quarterly sales targets.
• Maintain records of leads, meetings, and conversions.
• Participate in local networking events, business forums, and promotional activities.

Key Requirements

• Education:

  Any Graduate (Finance background preferred, not mandatory)

• Experience:

  1–3 years of sales experience in financial products, insurance, or banking preferred.

• Skills:

• Good communication & interpersonal skills
• Self-motivated and results-oriented
• Ability to work independently in the assigned area

What We Offer

• Attractive salary + performance-based incentives.
• Training on products and services.
• Career growth opportunities in a fast-growing advisory firm

How to Apply: