We are looking for energetic and result-oriented Relationship Managers and Senior
Relationship Managers to drive sales and client acquisition for our financial products
portfolio.
Key Responsibilities
Acquire recent customers through direct sales and relationship-based selling.
Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.
Build and maintain strong relationships with clients to ensure long-term
engagement.
Understand customer financial needs and recommend suitable investment and
protection solutions.
Achieve assigned sales and revenue targets.
Generate leads through referrals, networking, and market activities.
Ensure high levels of customer satisfaction and service.
Required Skills
Insurance Sales
Mutual Fund Sales
Direct Sales
Relationship Management
Business Development
Client Acquisition
Eligibility
2 - 10 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,
or Financial Services.
Solid communication, sales, and relationship-building skills.
Target-driven mindset with a proven track record in sales.