We are seeking a motivated and experienced Relationship Manager to join our team in Haryana. The ideal candidate will have a strong background in B2C sales within the BFSI sector, with a focus on mutual funds, bonds, insurance, and fixed deposits. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to help them achieve their financial goals.

Key Responsibilities:
Develop and maintain relationships with clients to understand their financial needs and objectives.
Provide expert advice on a range of financial products including mutual funds, bonds, insurance, and fixed deposits.
Conduct regular meetings with clients to review their portfolios and recommend adjustments as necessary.
Collaborate with internal teams to ensure the delivery of high-quality service to clients.




Stay updated on market trends and regulatory changes affecting the BFSI sector.
Achieve sales targets and contribute to the overall growth of the organization.

Required Skills:
Proven experience as a Relationship Officer or Relationship Manager in the BFSI sector.
Robust knowledge of financial products including mutual funds, bonds, insurance, and fixed deposits.
Excellent communication and interpersonal skills.
Ability to build rapport with clients and understand their financial needs.
Relevant certifications such as NISM and IRDAI are preferred.

If you are a results-driven skilled with a passion for helping clients achieve their financial goals, we encourage you to apply for this exciting chance.

📌 Relationship Manager Gurugram (India)
🏢 D7CODE Technologies
📍 India