Job Title: Relationship Manager

Company: SG Financial Services

Location: Indore

Employment Type: Full-time

About the Role

SG Financial Services is looking for a dynamic and customer-focused Relationship Manager to build strong client relationships, understand financial needs, and provide suitable financial solutions. The ideal candidate should have excellent communication, sales, and relationship management skills.

Key Responsibilities

Build and maintain long-term relationships with new and existing clients.

Understand customers' financial goals and recommend suitable financial products.

Generate leads through referrals, networking, and field activities.

Achieve monthly sales and business targets.

Provide excellent customer service before and after sales.

Maintain accurate client records and follow up on pending cases.

Coordinate with internal teams for smooth processing of applications.

Stay updated on financial products,



market trends, and company offerings.

Ensure compliance with company policies and regulatory guidelines.

Eligibility

Graduate in any discipline (MBA preferred).

6 months to 3 years of experience in sales, banking, insurance, NBFC, or financial services.

Freshers with solid communication and sales aptitude are welcome to apply.

Required Skills

Excellent communication and interpersonal skills.

Robust negotiation and relationship-building abilities.

Sales-oriented mindset with target achievement skills.

Ability to work independently and as part of a team.

Salary & Benefits

Attractive Fixed Salary + Performance Incentives.

Growth opportunities opportunities.

Training and professional development.

Supportive work environment.

📌 Relationship Manager Indore
🏢 SG Financial Services
📍 Indore