Company: Pratham Services Fincorp LLP
Location: Mumbai
Reports To: Sales Head
Contact on WA only (No calls): +91-XXXXXXXXXX
Job Summary
The Relationship Manager is responsible for acquiring recent clients, managing existing relationships, achieving sales targets, and delivering suitable wealth management solutions including Mutual Funds, Life Insurance, and General Insurance. The role involves client servicing, business development, transaction execution, and maintaining accurate records while ensuring a superior client experience.
Key Responsibilities
Build and manage client relationships.
Make daily client calls and follow up on leads.
Conduct one-to-one client meetings and portfolio reviews.
Generate recent business through referrals, upselling, and cross-selling.
Process Mutual Fund, Life Insurance, and General Insurance cases.
Prepare and send proposals to clients.
Update client profiles, CRM, and meeting records.
Coordinate with Operations for timely case execution.
Participate in marketing campaigns and client engagement initiatives.
Continuously enhance product knowledge and communication skills.
Key Performance Indicators (KPIs)
Client calls and meetings
New clients acquired
Business generated (MF, Life & General Insurance)
Lead conversion ratio
Cross-sell and upsell achievements
Portfolio reviews completed
Referrals generated
Timely and accurate documentation
CRM/MIS updates
Client satisfaction
Qualifications
Graduate (Commerce/Finance preferred)
AMFI/NISM/IRDAI certifications preferred
2–5 years' experience in Wealth Management, Banking, Mutual Funds, or Insurance
Key Skills
Relationship Management
Sales & Business Development
Mutual Funds & Insurance Products
Financial Planning Basics
Communication & Negotiation
CRM/MS Office
Client Service & Compliance
Success in this role means consistently building trusted client relationships, achieving business targets ethically, and delivering seamless financial solutions through proactive engagement and excellent service.
Pay: ₹20,000.00 - ₹45,000.00 per month
Benefits:
Cell phone reimbursement
Adaptable schedule
Health insurance
Paid sick time
Paid time off