Job Summary – Relationship Manager (RM)We are looking for a Relationship Manager (RM) to join our Client Acquisition and Retention team. The role focuses on managing client relationships, understanding customer requirements, driving business growth, and ensuring client satisfaction and retention to achieve sales and revenue targets.

Responsibilities & DeliverablesAchieve monthly sales and revenue targets consistently. Manage and strengthen relationships with existing clients. Identify opportunities for client acquisition and business expansion.

Improve client engagement, satisfaction, and retention. Generate additional business through cross-selling and referrals. Ensure timely resolution of client queries and coordinate with internal teams. Contribute to overall business growth and customer experience.

Key TasksManage a portfolio of existing clients and maintain regular communication. Understand client investment needs and provide suitable product information. Generate leads through personal networks, referrals, and existing client relationships.

Promote company products and services, including trading, investment, and other applicable offerings. Conduct welcome calls and product introductions for current clients. Follow up with prospective clients to improve conversion rates.





Identify opportunities for cross-selling and upselling relevant products. Maintain strong relationships to encourage client retention and referrals. Address client concerns and coordinate with relevant departments for timely resolution.

Stay updated on financial products, market trends, and industry developments. Participate in client meetings, seminars, training programs, and business development activities. Maintain accurate client records, follow-up reports, and sales activity data.

Submit regular performance reports and detailed business updates to L2 Management.

Skills & RequirementsStrong relationship management and client-handling skills. Excellent verbal and written communication skills. Good understanding of sales, client acquisition, and retention strategies.

Ability to understand client requirements and explain products clearly. Strong negotiation, persuasion, and problem-solving abilities. Ability to multitask and manage multiple client relationships effectively.

Excellent follow-up and time management skills. Target-oriented approach with a focus on achieving business goals. Basic knowledge of stock markets, financial products, and investment services will be an advantage.

Ability to work collaboratively with internal teams and management.

📌 Sales Executive (Chennai)
🏢 Zebu Share and Wealth Managements private
📍 Chennai