- Acquire current clients and maintain relationships with existing clients
- Sell mutual funds, insurance & health insurance products
- Provide investment advisory and financial planning support
- Achieve sales targets and revenue goals
- Conduct client meetings and follow-ups
Key Requirements
- 3–5 years experience in financial sales (Mutual Fund / Insurance)
- Strong communication and client-handling skills
- Sales-driven personality
- Knowledge of investment products
📌 Relationship Manager (India)
🏢 Skywings Advisors
📍 India
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