AmrevX operates in the financial markets domain, focusing on stock market education, Indian financial markets, and international market-related services. We are looking for a result-oriented Relationship Manager with experience in MLM, financial advisory, wealth management, or financial product sales to build strong client relationships, acquire new clients, and drive business growth.
Key Responsibilities
- Identify, approach, and onboard new clients interested in stock market and financial market-related services.
- Build and maintain long-term relationships with clients through regular communication and follow-ups.
- Manage the complete client journey, from initial interaction and onboarding to ongoing engagement and retention.
- Generate business through referrals, existing networks, prospecting,
and relationship-building activities.
- Explain company offerings, service features, and processes clearly to prospective and existing clients.
- Follow up with leads consistently and convert qualified prospects into active clients.
- Maintain accurate client records, sales pipelines, and follow-up updates in the CRM.
- Achieve monthly targets related to client acquisition, account activation, revenue, and client engagement.
- Coordinate with internal teams to resolve client queries and ensure a smooth onboarding experience.