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Relationship Manager - Financial Services (2-3 yrs)
TALENT PULL
posted 1 week ago
- We are looking for an energetic and results-driven Relationship Manager to join our team.
- In this role, you will identify new customers, promote investment products like Debentures and Mutual Funds, and build strong, long-term client relationships.
Key Responsibilities:
- Identify and approach new customers and business leads to grow the client base.
- Promote and clearly explain Debentures, Mutual Funds, and other investment products.
- Conduct meetings at client locations to present investment solutions tailored to client needs.
- Manage daily sales calls and maintain a structured follow-up process.
- Build and maintain strong relationships with existing and potential clients.
- Achieve sales targets and contribute to overall business growth.
- Provide excellent post-sales service and support to ensure client satisfaction.
- Stay updated on market trends, investment products, and competitor offerings.
Requirements:
- Prior experience in sales, relationship management, or financial services is an advantage.
- Strong understanding of investment products (Debentures, Mutual Funds, etc.
- Excellent communication and interpersonal skills.
- Ability to build rapport and maintain trust with clients.
- Self-motivated with a target-driven approach.
Functional Areas: Sales
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