Job Description:

We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.
- Lead Generation:
Identify and onboard potential clients through cold calling, references, and market outreach.

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Networking:
Build and leverage a strong referral network to generate new business.

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Client Meetings:
Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes.

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Client Advisory:
Offer tailored financial solutions that align with client goals and maximize returns.

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Retention & Growth:
Ensure consistent client engagement, annual client acquisition targets, and relationship management.

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Career development:
Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities.





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Fieldwork:
Actively participate in on-ground sales activities and client interactions.

Experience:

Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies,
-Minimum: 2-5 years in financial product sales/distribution

Skills Required:
- Strong market network and prospecting skills, tech savvy, and a people person.
- Excellent communication, interpersonal, and negotiation skills.
- Self-driven, target-oriented, hard-worker, and team player.

Certifications: NISM VA, Insurance IC 38 or POS, willingness to complete upon joining

Incentives & Growth
- Attractive performance-based incentives.
- Career growth opportunities in a leading distribution organization.
- Regular training and development and exposure like never before.

📌 Relationship Manager (Ahmedabad)
🏢 Mantras2Success
📍 Ahmedabad