KEY RESPONSIBILITIES
Client Acquisition & Relationship Management.
Acquire recent 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 (India)
🏢 SAFEinvest
📍 India