Department: Sales &

- Financial Services Designation: Relationship Manager Job Type: Full-Time Experience: 1–3 years preferred Job OverviewWe are looking for a dynamic and result-oriented Relationship Manager to promote and sell a wide range of financial products, including Mutual Funds, SIPs, Insurance, Loans, Demat &
- Trading Accounts, and other investment and financial services. The candidate will be responsible for acquiring new customers, building long-term relationships, understanding customer financial needs, and achieving sales targets.

Key Responsibilities Sales &

- Business Development Sell financial products such as SIPs, Mutual Funds, Life Insurance, Health Insurance, General Insurance, Personal Loans, Business Loans, Home Loans, and Demat Accounts. Generate new business through cold calling, customer references, networking, field visits, and digital leads. Achieve monthly and quarterly sales targets for assigned financial products. Identify cross-selling and up-selling opportunities to increase business revenue.

Customer Relationship Management

Build and maintain long-term relationships with existing and prospective customers. Understand customers' financial needs and recommend suitable products based on their requirements and risk profiles. Provide regular follow-ups, service support, and assistance with customer queries. Maintain customer satisfaction and encourage repeat business and referrals. Lead Generation &

- Follow-Up Generate qualified leads through telecalling, field sales, referrals, and other marketing activities. Follow up with prospective customers to convert leads into business. Maintain a database of leads, customer interactions, and sales opportunities.

Financial Product Knowledge

Explain product features, benefits, charges, eligibility criteria, risks, and documentation requirements. Assist customers with account opening, KYC, applications, documentation,



and transaction processes. Stay updated on product offerings, market developments, and applicable regulatory requirements. Reporting &

- Compliance Maintain accurate sales reports, customer records, and daily activity reports. Ensure all sales activities comply with company policies and applicable regulatory guidelines. Follow transparent and ethical sales practices and avoid misleading product claims.

Required Skills &

- QualificationsGraduate in any discipline; a background in Finance, Commerce, or Business Administration is preferred. Good communication, interpersonal, negotiation, and convincing skills. Strong customer service and relationship-building abilities. Basic knowledge of financial products, investments, insurance, and lending services. Ability to generate leads, close sales, and achieve targets. Proficiency in MS Office, CRM software, and basic computer applications. Self-motivated, confident, and comfortable with telecalling and field sales, where required.

Key Performance

Indicators (KPIs)Monthly sales and revenue achievement. Number of new customers acquired. SIP registrations and mutual fund business generated. Insurance policy sales and loan disbursements. Number of Demat accounts opened and activated. Lead conversion ratio and customer retention. Cross-selling performance and customer satisfaction.

Compensation &

- BenefitsAttractive salary based on experience and skills. Performance-based incentives and commissions. Career growth opportunities in financial services. Product training and career development.

Ideal Candidate: A sales-oriented professional who can build customer trust, understand financial needs, promote suitable financial products, and consistently achieve business targets.

Note: Applicable qualifications, registrations, certifications, and authorized sales arrangements must be followed for regulated products, including mutual funds, insurance, and securities-related services.

📌 Relationship Manager (Pune)
🏢 Grow Networth Financial Services Private
📍 Pune