Relationship Manager – Investment Sales & Client Acquisition

Locations: Vashi

Industry: Financial Services | Investments | Capital Markets | Wealth Management

Department: Sales & Business Development

Qualification: B.Com | BMS | BBA | Graduate

Salary: ₹18,000 – ₹30,000 per month + Attractive Incentives

Experience: Freshers to 3 Years

Immediate Joiners Preferred.

About the Role

We are looking for ambitious, energetic, and result-driven Relationship Managers who are

passionate about sales, business development, and client acquisition. The ideal candidate

should possess strong communication skills, a winning attitude, and the ability to build

meaningful client relationships while consistently achieving business targets.

This role is designed for individuals who enjoy interacting with people, creating business

opportunities, building professional networks, and contributing directly to revenue growth.

Core Responsibilities

Business Development & Client Acquisition

- Identify and develop new business opportunities through proactive market engagement.
- Build and maintain strong professional and client networks.
- Develop relationships with potential clients and referral sources.
- Expand business opportunities through networking and relationship-building activities.
- Create and maintain a healthy business pipeline.
- Contribute actively towards branch growth initiatives.

Revenue Generation & Target Achievement

- Achieve assigned monthly individual revenue targets.
- Take ownership of personal business performance and results.




- Drive revenue generation through client acquisition and relationship management.
- Consistently work towards achieving and exceeding business goals.
- Maintain strong business activity levels to support target achievement.

Client Relationship Management

- Build and maintain long-term client relationships.
- Understand client requirements and financial objectives.
- Present company offerings and investment opportunities professionally.
- Deliver a high level of client service and relationship management.
- Maintain regular engagement with clients to strengthen relationships.

Sales Meetings & Business Closures

- Conduct client meetings and business discussions.
- Present solutions confidently and professionally.
- Handle client queries and objections effectively.
- Drive opportunities from initial discussion to successful closure.
- Ensure timely follow-ups and business conversion.

Market Development & Networking

- Develop strong visibility within the assigned market.
- Build relationships with professionals, entrepreneurs, and business owners.
- Participate in networking and relationship-building initiatives.
- Identify potential opportunities for business growth and expansion.
- Enhance market presence through skilled engagement.





Performance Monitoring & Reporting

- Maintain accurate records of business activities and client interactions.
- Update CRM and reporting systems regularly.
- Submit daily business activity updates and performance reports.
- Ensure adherence to company processes and compliance requirements.
- Coordinate with reporting managers regarding business progress.

Desired Candidate Profile

Qualification

- B.Com
- BMS
- BBA
- Graduate in any relevant discipline

Preferred Background

- Financial Services
- Investments
- Banking
- Insurance
- Wealth Management
- Real Estate
- Direct Sales
- Business Development

Skills Required

- Communication Skills
- Relationship Building
- Client Acquisition
- Business Development
- Sales & Negotiation Skills
- Networking Ability
- Presentation Skills
- Time Management
- Problem Solving
- Professional Grooming
- Target Orientation
- Closing Skills

What We Are Looking For

✔ Ambitious and career-oriented individuals.

✔ Strong sales and business development mindset.

✔ Excellent communication and interpersonal skills.

✔ Self-motivated and result-focused professionals.

✔ Individuals comfortable meeting and interacting with clients.

✔ Professionals capable of building long-term relationships.

✔ Candidates who take ownership of their targets and performance.

✔ Individuals looking to build a successful career in Financial Services.

Pay: ₹18,000.00 - ₹30,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Relationship Manager (India)
🏢 SUPREMUS ANGEL
📍 India