Sales Executive And Relationship Manager

0 - 5 years

1 - 3 Lacs

Posted:3 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Sales & Relationship Executive

Key Responsibilities:

  • Engage and maintain relationships with individual and corporate clients.
  • Promote and sell

    SEBI-regulated financial products

    , including Mutual Funds, PMS, AIFs, SIFs, and Insurance solutions.
  • Assist clients in understanding investment options and tracking their portfolios.
  • Generate leads, follow up with prospects, and ensure excellent client service.
  • Maintain records of client interactions and update CRM systems.

Required Skills & Qualifications:

  • Knowledge or willingness to learn about

    SEBI-regulated products

    and investment fundamentals.
  • Strong

    communication, relationship-building, and negotiation skills

    .
  • Proactive, target-driven, and client-focused mindset.
  • SEBI / Mutual Fund Distributor certification

    preferred.(optional)
  • Basic proficiency in

    MS Office and CRM tools

    .

What We Offer:

  • Work with a

    trusted, legacy-backed financial services firm

    .
  • Exposure to a wide range of

    SEBI-compliant investment products

    .
  • Competitive

    incentive-based compensation

    and career growth opportunities.

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