Relationship Manager – Field Sales

Job Role: Relationship Manager

Department: Sales

Job Type: Full-Time

Work Mode: Field Work

Job Responsibilities:

- Generate recent leads and acquire clients through field visits and networking.
- Sell and promote Mutual Funds, SIPs, Corporate Bonds, and other financial products.
- Build and maintain strong relationships with existing and potential clients.
- Understand clients’ financial requirements and explain suitable financial products.
- Achieve monthly/quarterly sales and revenue targets.
- Conduct regular client meetings and follow up with prospects.
- Assist clients with documentation, account opening, and investment-related processes.
- Maintain regular follow-up and provide after-sales service.
- Develop business through referrals, market visits, and client references.




- Maintain daily sales reports and update customer information.

Required Skills:

- Good communication and convincing skills.
- Sales-oriented and target-driven approach.
- Willingness to travel for field visits.
- Basic knowledge of financial products and investment services.
- Ability to build and maintain client relationships.
- Experience in financial services, banking, insurance, or mutual funds will be preferred.

Experience: 1–3 years preferred

Location: RAJA BAZAR

Salary: 20000+ Incentives

Pay: ₹15,000.00 - ₹25,364.05 per month

Benefits

- Paid sick time

Work Location: In person

📌 Relationship Manager( Field Work) (Raja Bazar)
🏢 SHANTIRAMA FINANCIAL DISTRIBUTORS
📍 Raja Bazar