The Relationship Manager will drive client acquisition and revenue growth by actively engaging with inbound and outbound prospects, presenting financial advisory solutions, and converting qualified leads into long-term clients. This is a high-performance, target-driven sales role focused on conversion, client onboarding, and expanding client relationships while ensuring exceptional service and long-term engagement.
Key Responsibilities
- Proactively engage with inbound and outbound prospects to drive conversions and client acquisition.
- Present and position the firm’s financial advisory solutions in a compelling, sales-focused manner.
- Manage the end-to-end sales cycle — from initial contact and needs assessment to conversion and onboarding.
- Build strong client relationships to increase retention, wallet share, and lifetime value.
- Identify and execute ethical cross-sell and upsell opportunities across advisory services.
- Work closely with financial advisors and operations teams to ensure smooth onboarding and service delivery.
- Maintain accurate sales pipelines, client records, and interaction history in CRM.
- Consistently achieve and exceed sales and revenue targets.
- Generate referrals and repeat business by delivering a superior client experience.
Required Skills & Qualifications:
- MBA in Finance
- Solid understanding of financial advisory, planning, investments, and basic taxation principles.
- Excellent interpersonal and relationship-building skills.
- Client-centric and solution-oriented mindset.
Preferred Qualifications:
- Experience in a similar domain (AMCs, Advisory Companies, Wealth Management Firms).
- CFA or CFP certification.
Pay: ₹20,229.81 - ₹30,157.46 per month
Benefits:
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
📌 Relationship Manager (India)
🏢 Simplyfyd Solutions
📍 India
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