Role Overview

We are looking for a Relationship Executive who can build strong relationships with prospective and existing clients, understand their financial requirements and coordinate with our advisory/distribution team to provide suitable investment and insurance solutions.

The ideal candidate should be confident, well-spoken, target-oriented and genuinely interested in building a career in financial services.

- Key ResponsibilitiesHandle leads and client enquiries received through digital and offline channels.
- Contact prospective clients and understand their financial goals and requirements.
- Schedule and coordinate client meetings and consultations.
- Explain basic concepts related to SIPs, Mutual Funds, Insurance and other financial products.
- Follow up with prospects and maintain an organised sales pipeline.
- Build and maintain long-term relationships with existing clients.
- Assist the senior team during client meetings and financial discussions.
- Coordinate documentation, KYC, applications and transaction-related requirements.
- Maintain accurate client information and follow-up records in the CRM.
- Identify opportunities for additional investments or relevant financial solutions based on client requirements.
- Ensure regular follow-up and excellent customer service.
- Achieve assigned lead conversion, meeting and business targets.




- Follow company processes and applicable regulatory/compliance requirements
- Who We're Looking ForGraduate in any discipline.
- 0–3 years of experience in sales, relationship management, banking, insurance, mutual funds or financial services preferred.
- Excellent communication and interpersonal skills.
- Comfortable speaking with clients over phone and WhatsApp.
- Good follow-up and negotiation skills.
- Basic understanding of financial products is an advantage.
- Comfortable working with CRM, Excel/Google Sheets and digital communication tools.
- Positive attitude and willingness to learn.
- Strong focus on customer experience rather than aggressive selling.

Key Performance Indicators Performance will be evaluated based on:

- Lead follow-up
- Client meetings scheduled
- Lead-to-meeting conversion
- Meeting-to-business conversion
- Client retention and service quality
- Revenue/business generation
- CRM discipline and follow-up quality
- What We OfferFixed salary + performance incentives
- Structured training on financial products
- Chance to build a career in financial services
- Exposure to Mutual Funds, Insurance and Investment Products
- Professional and growth-oriented work environment
- Opportunity to work directly with clients and senior managemen

📌 Relationship Executive (Dehradun)
🏢 Multi Asset Capital Imf
📍 Dehradun