KEY RESPONSIBILITIES

- Client Acquisition & Relationship Management.

- Acquire new clients through prospecting, referrals, or leads.

- Maintain and grow relationships with existing clients.

- Conduct regular client reviews and portfolio check-ins.

- Investment Planning & Recommendations.

- Assess clients' financial needs, objectives and risk profiles.

- Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).

- Educate clients on financial products and strategies.

- Targets Achievement with Concept Selling.

- Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)

- Meet or exceed the organisation's sales targets.

- Stay updated on Product Knowledge.





- Stay informed about market trends, investment & insurance products, and regulatory updates.

- Team Collaboration & Reporting: Coordinate with internal teams (sales, operations, and other departments).

- Provide regular performance reports to management and the TL.

- Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)

Pay: ₹28,000.00 - ₹50,000.00 per month

Advantages

- Cell phone reimbursement

- Health insurance

- Life insurance

- Paid sick time

- Provident Fund

Work Location: In person

📌 Relationship Manager (Vadodara)
🏢 SAFEinvest
📍 Vadodara