About the Role

We are looking for confident, customer-focused Relationship Managers to sell and cross-sell financial products such as loans, credit cards, insurance, and investment products. You will acquire new customers, build long-term relationships, understand their financial needs, and recommend the right solutions while meeting monthly business targets.

Key Responsibilities

- Generate leads through calls, referrals, existing customer base, walk-ins, and local networking
- Meet prospective customers to understand their financial needs and recommend suitable products (personal loans, business loans, home loans, credit cards, insurance, mutual funds, etc.)
- Explain product features, eligibility, interest rates, charges, and terms clearly and honestly
- Collect and verify customer documents (KYC, income proof, etc.) and complete the application process
- Coordinate with credit, operations, and disbursement teams to ensure smooth and timely processing
- Follow up with customers until sanction, disbursement, or policy issuance
- Cross-sell and upsell additional products to existing customers
- Achieve monthly targets for leads, logins, sanctions, disbursements, or premium collected
- Build long-term customer relationships to earn repeat business and referrals

Required Skills and Qualifications

- Minimum qualification: Graduate in any stream (MBA or commerce background preferred but not mandatory)
- Excellent communication and presentation skills in Hindi and English
- Strong sales, negotiation, and relationship-building ability
- Basic understanding of banking and financial products,



loans, or insurance
- Self-motivated, target-driven, and comfortable with field work

Preferred Candidate Profile

- Prior experience in a bank, NBFC, fintech, insurance company, or loan or credit card sales
- Proven record of achieving monthly sales targets
- Existing local network or customer base in Noida or Gurgaon is an advantage
- Relevant certifications (IRDAI, AMFI, or NISM) are a plus, where applicable to the product

Compensation and Incentive Structure

- Performance incentive: Unlimited
- Slab-based payout: Higher payout on crossing targets, with no upper cap for top performers
- Additional rewards: Quarterly bonuses, Star Performer awards, and incentive trips for top achievers
- Statutory benefits as applicable (PF, ESIC, and group insurance)
- Paid leaves and holidays as per company policy

Career Growth Path Sales Officer → Relationship Manager → Senior Relationship Manager → Team Leader → Branch or Area Sales Manager

Product and compliance training is provided, along with internal promotion for consistent performers.

Working Days and Timings

- 6 days a week, approximately 9 hours per shift
- Timings: 9:30 AM to 6:30 PM (may vary by employer)

How to Apply Just fill the form below https://docs.google.com/forms/d/e/1FAIpQLSeOIPntasxXFzq7Bu9irPz-UMa3_5BxPKENGHO824wrdPUedw/viewform?usp=header

Pay: ₹250,000.00 - ₹400,000.00 per year

Advantages

- Commuter assistance
- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person

📌 Relationship Manager BFSI (Gurugram)
🏢 Bluechip Hiring Solutions
📍 Gurugram