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



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