Job Title: Relationship Manager / Senior Relationship Manager
Location: Chennai (Adyar)
Experience: 2–5 Years
Salary: ₹5 LPA – ₹7 LPA
Interview Process: 2 Rounds (Walk-in)
Industry: Wealth Management / Financial Services
About the Company
Fouress Finserv LLP is a 14-year-old, quick-growing wealth distribution organization managing Assets Under Management (AUM) of ₹320 Crores. The company specializes in Mutual Funds, Life Insurance, Health Insurance, PMS, Fixed Deposits, and comprehensive wealth management solutions.
Roles & Responsibilities
- Generate new leads through references, networking, and field activities
- Meet prospective and existing clients to understand their financial needs
- Promote and sell Life Insurance, Health Insurance, and Mutual Fund products
- Build and maintain long-term client relationships
- Provide post-sales service and portfolio review support
- Achieve monthly and quarterly sales targets
- Cross-sell and up-sell financial products to existing clients
- Maintain accurate records of client interactions and transactions
Desired Candidate Profile
- 3–5 years of experience in Mutual Funds / Life Insurance / Health Insurance sales
- Field sales experience is mandatory
- Must own a two-wheeler with a valid driving license
- Strong passion for sales and customer relationship management
- Excellent communication and negotiation skills
- Self-motivated and target-driven
- Age: 25–35 years preferred
- Graduation is mandatory (Finance background preferred)
- Candidates must be based in Chennai and willing to travel to Adyar and nearby locations