We are looking for dynamic and result-oriented Relationship Managers and Senior
Relationship Managers to drive sales and client acquisition for our financial products portfolio.
Key Responsibilities
- Acquire new customers through direct sales and relationship-based selling.
- Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.
- Build and maintain strong relationships with clients to ensure long-term engagement.
- Understand customer financial needs and recommend suitable investment and protection solutions.
- Achieve assigned sales and revenue targets.
- Generate leads through referrals, networking, and market activities.
- Ensure high levels of customer satisfaction and service.
Required Skills
- Insurance Sales
- Mutual Fund Sales
- Direct Sales
- Relationship Management
- Business Development
- Client Acquisition
Eligibility
- 2–10 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,
or Financial Services.
- Robust communication, sales, and relationship-building skills.
- Target-driven mindset with a proven track record in sales.
We are looking for dynamic and result-oriented Relationship Managers and Senior
Relationship Managers to drive sales and client acquisition for our financial products portfolio.
Key Responsibilities
- Acquire new customers through direct sales and relationship-based selling.
- Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.
- Build and maintain strong relationships with clients to ensure long-term engagement.
- Understand customer financial needs and recommend suitable investment and protection solutions.
- Achieve assigned sales and revenue targets.
- Generate leads through referrals, networking, and market activities.
- Ensure high levels of customer satisfaction and service.
Required Skills
- Insurance Sales
- Mutual Fund Sales
- Direct Sales
- Relationship Management
- Business Development
- Client Acquisition
Eligibility
- 2–6 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,
or Financial Services.
- Strong communication, sales, and relationship-building skills.
- Target-driven mindset with a proven track record in sales.