KEY RESPONSIBILITIES

- Client Acquisition & Relationship Management.
- Acquire new clients through prospecting, referrals, or leads.
- Maintain and grow relationships with existing clients.
- Conduct regular client reviews and portfolio check-ins.
- Investment Planning & Recommendations.
- Assess clients' financial needs, objectives and risk profiles.
- Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).
- Educate clients on financial products and strategies.
- Targets Achievement with Concept Selling.
- Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)
- Meet or exceed the organisation's sales targets.
- Stay updated on Product Knowledge.




- Stay informed about market trends, investment & insurance products, and regulatory updates.
- Team Collaboration & Reporting: Coordinate with internal teams (sales, operations, and other departments).
- Provide regular performance reports to management and the TL.
- Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)

Pay: ₹28,000.00 - ₹50,000.00 per month

Advantages:

- Cell phone reimbursement
- Health insurance
- Life insurance
- Paid sick time
- Provident Fund

Work Location: In person

📌 Relationship Manager (Vadodara)
🏢 SAFEinvest
📍 Vadodara