Relationship Manager – Field Sales

Job Role: Relationship Manager
Department: Sales
Job Type: Full-Time
Work Mode: Field Work

Job Responsibilities:
Generate current leads and acquire clients through field visits and networking.
Sell and promote Mutual Funds, SIPs, Corporate Bonds, and other financial products.
Build and maintain strong relationships with existing and potential clients.
Understand clients’ financial requirements and explain suitable financial products.
Achieve monthly/quarterly sales and revenue targets.
Conduct regular client meetings and follow up with prospects.
Assist clients with documentation, account opening, and investment-related processes.
Maintain regular follow-up and provide after-sales service.
Develop business through referrals, market visits, and client references.




Maintain daily sales reports and update customer information.

Required Skills:
Valuable communication and convincing skills.
Sales-oriented and target-driven approach.
Willingness to travel for field visits.
Basic knowledge of financial products and investment services.
Ability to build and maintain client relationships.
Experience in financial services, banking, insurance, or mutual funds will be preferred.

Experience: 1–3 years preferred
Location: RAJA BAZAR
Salary: 20000+ Incentives

Pay: ₹15,000.00 - ₹25,364.05 per month

Advantages:
Paid sick time

Work Location: In person

📌 Relationship Manager Field Work Raja Bazar (India)
🏢 SHANTIRAMA FINANCIAL DISTRIBUTORS
📍 India