Job Description Summary

We are looking for an experienced Senior Relationship Manager (Inside Sales Team Lead) to manage and drive the performance of Relationship Managers (Inside Sales Team) across Tax, Loan and Travel products.

The role requires solid leadership, revenue management, and inside sales expertise to convert leads generated from digital, banking and corporate channels into successful business closures.

The candidate will be responsible for team sales targets, conversion rates, revenue growth, training, and performance management.

Key Responsibilities

Team Leadership & Sales Management

- Manage and lead a team of Relationship Managers (Inside Sales Executives)
- Set monthly revenue and sales targets for the team
- Monitor daily call performance, conversions and pipeline
- Drive high-performance sales culture

Revenue Growth & Business Development - Drive revenue generation across

TaxManager

- Income Tax Filing
- Compliance Services
- Corporate Tax Solutions

CredManager

- Personal Loans
- Business Loans
- Loan Against Property
- Credit Cards

TMTrip

- Corporate Travel Services
- Holiday Packages
- Premium Travel

Lead Management

- Manage leads from digital marketing, banking partnerships and corporate channels
- Ensure quick lead response and follow-ups
- Improve lead-to-conversion ratios

Sales Strategy & Process Improvement

- Develop inside sales scripts, processes and sales funnels
- Monitor call recordings and sales quality
- Improve team productivity and efficiency

Training & Coaching - Train Relationship Managers on

- Sales techniques
- Product knowledge




- Objection handling
- Closing techniques
- Conduct daily sales huddles and weekly reviews

CRM & Reporting - Track performance using CRM systems

- Prepare reports on
- Sales performance
- Conversion ratios
- Revenue targets
- Lead pipeline

Client Relationship Management

- Handle key clients and high value deals
- Ensure high customer satisfaction and retention

This role will manage 10 Relationship Managers and act as the revenue owner for the inside sales team across all brands.

Desired Skill

- Strong Inside Sales Leadership experience
- Excellent communication and persuasion skills
- Strong sales strategy and pipeline management
- Ability to train and motivate sales teams
- Good understanding of financial services and loan products
- Experience in CRM and tele-sales systems

Experience Required

- 8 to 10 years of experience in financial services sales
- Minimum 5 years of team management experience
- Experience in banking, fintech, loan sales, insurance or tax services preferred

Qualification – BBA or MBA

Perks and benefits - Salary higher than the industry standards and Quarterly Incentives

Role:

Industry Type: Financial Services

Department: Sales





Employment Type: Full Time, Permanent

Location : Corporate Office - Naraina Vihar - Ring Road, Above Naraina Metro Station.

Working days and timing :

Monday to Friday (9:30 AM - 6:30 PM)

Saturday (9:30 AM - 4 PM)

Connect with us on

eMail - [email protected]

About the company

Rising Advisory Services Private Limited a Fintech Company – running ventures – www.TaxManager.in a tax e-filing, compliance and financial management and www.CredManager.in – Credit Management Solutions – Loan Aggregation which is Private Limited a company incorporated in 2007.

www.TaxManager.in has also partnered with few big banks to manage their tax business and file taxes for their clients like HDFC Bank, DCB Bank etc with more than 10 lakhs online registered customers.

TaxManager has also ventured into Loans and Credit Solutions under the brand www.CredManager.in with partnering with several Banks and NBFC to provide the best loan offers to its clients.

www.TMTrip.in – Corporate and premium travel management services for individuals and business clients.

Rising Advisory Services Private Limited has IT company as well which is www.RiseIT360.com – 360 Degree IT and Digital Marketing Solutions Company.

TaxManager.in has been awarded as the best financial services company in India by Economic Times ET Now India Mart Business Leaders of Tomorrow 2013 for its innovative services in E-Filing, Tax and Compliance Management both for individuals and corporate clients.

📌 Senior Relationship Manager (New Delhi)
🏢 Rising Advisory services private
📍 New Delhi