Company Description “It’s Your Benefit” is a client-focused financial advisory firm led by experienced former financial sector professionals. The team provides personalized planning and advice tailored to each client’s objectives, rather than promoting specific products. Services span short- and long-term financial planning, including income, investment, tax, loan, and goal-based planning.

Clients have access to a wide range of solutions such as fixed and recurring deposits, mutual funds, insurance, portfolio management, stocks, post office products, real estate, and more. The firm’s core aim is to simplify financial decisions and deliver practical, satisfying outcomes for every client.

Role Description The Sales Relationship Manager (RM) is a full-time, on-site role based in Dehradun, responsible for developing and maintaining solid client relationships. The role includes meeting prospective and existing clients, understanding their financial goals, and recommending suitable products and planning solutions from the firm’s portfolio. The Sales RM will conduct regular follow-ups, ensure high-quality customer service, and support clients through account opening, documentation, and ongoing service requests.

The position also involves achieving sales and revenue targets,



coordinating with internal teams, and sharing client feedback to improve offerings. The Sales RM may participate in trainings, local marketing activities, and financial awareness sessions to help grow the client base.

Qualifications

- Candidates should possess strong Communication and Customer Service skills to engage clients, explain financial solutions clearly, and handle queries effectively.
- Candidates should possess Sales and Sales Management abilities to generate leads, close deals, achieve targets, and maintain a healthy sales pipeline.
- Candidates should possess Training skills to guide clients on financial concepts and support internal knowledge sharing when needed.
- Relevant experience in financial services, banking, or wealth management is highly beneficial.
- Ability to work on-site in Dehradun, manage field visits, and build local market presence.
- Comfort with basic financial products (e.g., deposits, mutual funds, insurance) and willingness to learn more complex offerings.
- Minimum of a bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Strong ethical standards, attention to detail, and a client-first mindset.

📌 Sales RM (Dehradun)
🏢 Its Your benefit
📍 Dehradun