Relationship Manager

3 weeks ago

Mumbai, Maharashtra, India Banking and NBFC job Full time

Key Responsibilities:

Client Acquisition & Relationship Management

  • Identify and acquire new clients through cold calling, networking, and referrals.
  • Build and maintain long-term relationships with clients to enhance engagement and loyalty.

Sales & Business Development

  • Sell multiple financial products such as mutual funds, life and general insurance, home loans, personal loans, fixed deposits, and other investment options.
  • Meet or exceed monthly sales targets and revenue objectives.
  • Conduct financial needs analysis for clients and recommend suitable products.

Portfolio Management

  • Manage a portfolio of existing clients ensuring high retention and increased wallet share.
  • Provide regular portfolio reviews and financial planning advice.

Cross-Selling & Up-Selling

  • Identify opportunities for cross-selling and up-selling across product categories.
  • Maintain updated product knowledge to present relevant solutions to clients.

Compliance & Documentation

  • Ensure KYC compliance and proper documentation for all client transactions.
  • Follow company and regulatory guidelines for sales and advisory services.

Required Qualifications & Skills:

  • Graduate / Post-Graduate in Finance, Commerce, or related field.
  • Minimum 2–4 years of experience in financial product sales (mutual funds, insurance, loans, etc.).
  • Strong knowledge of multiple financial products and market trends.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to work under pressure and achieve targets.
  • AMFI/IRDA certification preferred (or willingness to acquire).

Key Competencies:

  • Sales-driven mindset with a client-first approach.
  • Strong networking ability.
  • Analytical thinking and problem-solving.
  • Self-motivated and result-oriented.

ONLY CANDIDATES HAVING FINANCIAL PRODUCTS SALES EXP IN MUMBAI SHOULD APPLY.

CTC Up to 6.5 LPA

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