Relationship Manager

4 weeks ago

Sangam Vihar, India Tax Manager Full time

Job Title: Relationship Manager - Sales

Company: Rising Advisory Services Private Limited

Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech



Key Responsibilities:


  • Acquire and onboard new clients by understanding their tax and financial needs.
  • Maintain strong client relationships through regular engagement and proactive financial advisory.
  • Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
  • Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
  • Achieve assigned sales and revenue targets consistently.
  • Manage client retention strategies to minimize attrition.
  • Provide prompt and effective customer service, resolving queries/issues.
  • Ensure full compliance with KYC and other regulatory policies.
  • Stay updated on financial products, tax laws, and market trends.


Desired Skills:

  • Excellent communication and listening skills.

  • Strong sales acumen with a proven track record in financial services.

  • Basic understanding of financial statements, credit analysis, and loan structuring.

  • Strong negotiation and closing abilities.

  • Customer service oriented with resilience and persistence.



Requirements:


Minimum 2 to 4years of experience as a Relationship Manager in banking/financial services.


Proven history of meeting and exceeding sales targets.


Knowledge of CRM systems and telephony tools.


Deep understanding of banking products, investments, insurance, and financial planning.



Key Skills:


Client Acquisition & Retention


Financial Advisory & Portfolio Management


Negotiation & Deal Closing


Risk & Compliance Management


Cross-Selling & Upselling



Working Days & Hours:


Monday to Friday: 9:30 AM to 6:30 PM


Saturday: 9:30 AM to 4:00pm



#relationship #manager #corporate #banking #loan #new #delhi #hr #hr #hiring #new #opening #financial #services #fintech #corporate #manager #excellent #same #day #joining



interested candidates can apply for -

  • Community Coordinator

    1 week ago

    Sangam Vihar, Delhi, Delhi, India YWCA OF DELHI Full time

    **Job Title** **Community Coordinator** **Post Type** **Project Based** **Organisation** **YWCA of Delhi** **Department** **Community Development Program** **Location** **Sangam Vihar, South Delhi (Community Based)** **Report to** **HOD** **Working Hours** **8 hrs** **Renumerations** **25000/- pm** **ROLE PURPOSE**: The Coordinator will lead...

  • Sales & Relationship Executive

    2 weeks ago

    Niladri Vihar, Bhubaneswar, Orissa, India MY NEST ASSET PVT LTD Full time

    **Key Responsibilities** - **Lead Generation & Client Acquisition**: - Identify potential buyers through cold calling, networking, online inquiries, and referrals. - Follow up on leads and schedule property visits. - **Sales & Customer Engagement**: - Present and promote properties to potential clients. - Conduct site visits, explain project features, and...

  • Manager - Executive Education Sales

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education Sales Reporting to: Head – Centre for Executive Education (CEE) About CEE: The Centre for Executive Education strengthens our institute’s position by scaling revenue growth , market presence, and industry partnerships. Our goals include: Enhancing Brand Visibility through open-enrolment programs...

  • (Apply Now) Manager

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education Sales Reporting to: Head – Centre for Executive Education (CEE) About CEE: The Centre for Executive Education strengthens our institute’s position by scaling revenue growth, market presence, and industry partnerships. Our goals include: 1. Enhancing Brand Visibility through open-enrolment...

  • Franchise Sales Manager

    4 weeks ago

    Preet Vihar, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full time

    Company DescriptionICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive instruction and training in stock market trading. Our courses cover everything from basic to advanced trading strategies, ensuring all learners are well-prepared for success. Offering classes both...

  • Franchise Sales Manager

    4 weeks ago

    Preet Vihar, India ICFM - Institute of Career In Financial Market (Unit of Career Pro Ventures Ltd) Full time

    Company DescriptionICFM - Institute of Career in Financial Market, a unit of Career Pro Ventures Limited since 2010, is the premier destination for comprehensive instruction and training in stock market trading. Our courses cover everything from basic to advanced trading strategies, ensuring all learners are well-prepared for success. Offering classes both...

  • Manager - Executive Education Sales

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education SalesReporting to: Head – Centre for Executive Education (CEE)About CEE:The Centre for Executive Education strengthens our institute’s position by scaling revenue growth, market presence, and industry partnerships. Our goals include:Enhancing Brand Visibility through open-enrolment programs and...

  • Manager - Executive Education Sales

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education SalesReporting to: Head – Centre for Executive Education (CEE)About CEE:The Centre for Executive Education strengthens our institute’s position by scaling revenue growth, market presence, and industry partnerships. Our goals include:Enhancing Brand Visibility through open-enrolment programs and...

  • Manager - Executive Education Sales

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education SalesReporting to: Head – Centre for Executive Education (CEE)About CEE:The Centre for Executive Education strengthens our institute’s position by scaling revenue growth, market presence, and industry partnerships. Our goals include:Enhancing Brand Visibility through open-enrolment programs and...

  • Manager - Executive Education Sales

    3 weeks ago

    Vasant Vihar, India Fortune Institute of International Business Full time

    Position: Senior Manager / Manager – Executive Education Sales Reporting to: Head – Centre for Executive Education (CEE) About CEE: The Centre for Executive Education strengthens our institute’s position by scaling revenue growth , market presence, and industry partnerships. Our goals include: Enhancing Brand Visibility through open-enrolment...