Senior Relationship Manager

Role Overview: As a Relationship Manager at ZFunds, you will play a crucial role in building and nurturing client relationships while driving sales of investment products like Mutual Funds and Fixed Deposits. Your responsibilities will include maintaining strong B2B relationships, promoting and selling investment products through consultative sales approaches, managing client portfolios, addressing customer queries, and meeting monthly targets and performance metrics. Additionally, you will be expected to handle High Net Worth Individuals (HNI) clients and keep records updated in the CRM system. Key Responsibilities: - Build and nurture client relationships - Drive sales of investment products - Maintain strong B2B relationships with customers and channel partners - Promote and sell investment products through consultative sales approaches - Manage client portfolios and provide regular updates and insights - Address and resolve customer queries in a timely and professional manner - Meet and exceed monthly targets and performance metrics - Handle HNI clients - Keep records updated in the CRM and provide periodic reports to leadership Qualifications Required: - 3+ years of experience in a client-facing role, preferably in Financial Services - Must hold a valid NISM certification - Proven track record of achieving sales or relationship targets - Proficient in MS Office and familiar with CRM tools - Strong communication, negotiation, and problem-solving skills - Customer-first mindset with a proactive and enthusiastic approach - Must be available to join immediately (Note: No additional details about the company were provided in the job description.),