31 Oct
|
Aarthik Solutions
|
Mumbai
31 Oct
Aarthik Solutions
Mumbai
Company: Aarthik Solutions LLP Designation: Associate Relationship Manager Department: Sales & Client Relationships Employment Type: Full-Time
Experience:
Freshers welcome
Education:
Graduate preferred CTC: ₹1,80,000 – ₹2,40,000 per annum + Performance Incentives
Location:
As per business requirement About Aarthik Solutions LLP Aarthik Solutions LLP is a multi-product financial services and asset distribution company focused on providing individuals and businesses with comprehensive financial solutions. Our offerings include Mutual Funds, Equity & Commodities, Life, Health & General Insurance, Loans, PMS & AIF, Corporate Financial Solutions, Government Subsidy Consulting, and other financial and wealth management solutions. Job Summary We are looking for a dynamic, target-oriented, and customer-focused Relationship Manager to join our sales team. The Relationship Manager will be responsible for acquiring new clients, understanding their financial requirements, building long-term relationships, generating business, and recommending appropriate financial solutions based on customer needs. The role involves both client acquisition and relationship management, with a strong focus on achieving monthly and quarterly business targets.
Key Responsibilities
• Generate new business through leads, references, networking, field activities, and other business-development initiatives.
• Understand clients' financial requirements and recommend suitable financial solutions.
• Build and maintain solid, long-term relationships with clients.
• Follow up with prospects and convert qualified leads into business.
• Conduct online and offline client meetings and presentations.
• Cross-sell relevant financial products based on client requirements.
• Achieve assigned monthly and quarterly sales targets.
• Maintain accurate client and lead information in the company's CRM.
• Coordinate with internal teams including Operations, Compliance, and Product teams for smooth client onboarding.
• Provide proactive after-sales support and maintain high customer satisfaction.
• Stay updated with financial products, industry developments, market trends, and applicable regulations.
• Follow all company policies, compliance requirements, and ethical sales practices. Required Skills
• Excellent communication and interpersonal skills.
• Strong sales and business-development orientation.
• Good convincing and negotiation abilities.
• Customer-focused approach.
• Basic knowledge of MS Office, email, and CRM systems.
• Willingness to learn financial products and industry practices.
• Self-motivated, disciplined, and target-oriented.
• Ability to work independently as well as within a team.
• Robust follow-up and relationship-building skills. Eligibility
• Graduate in any discipline.
• Finance, Commerce, or Management background will be preferred.
• Freshers with strong communication and sales aptitude are encouraged to apply.
• Previous experience or internship in sales or financial services will be an advantage.
• Knowledge of the local language is preferred. Compensation Annual CTC: ₹1,80,000 – ₹2,40,000 In addition to fixed compensation, the role offers performance-linked incentives and rewards based on achievement of assigned business targets. Career Growth Successful candidates will receive training and mentorship in:
• Financial products and solutions
• Sales and client acquisition
• Relationship management
• Compliance and regulatory practices
• Business development
• Career progression opportunities may include: Associate Realtionship Manager → Relationship Manager → Senior Relationship Manager → Team Lead Why Join Aarthik Solutions LLP?
• Opportunity to build a career in the financial services industry.
• Exposure to multiple financial products and business verticals.
• Structured training and professional mentorship.
• Performance-based incentives and recognition.
• Opportunity for career growth based on performance.
• Customer-first and professional work environment. Interested candidates can apply with their updated resume.
📌 Associate Relationship Manager (Mumbai)
🏢 Aarthik Solutions
📍 Mumbai