Relationship Manager B2C Retail

3 weeks ago


Delhi, Delhi, India Tipsons Financial Services Limited Full time
Job Title: Relationship Manager B2C Retail

Job Summary:

We are seeking a skilled Relationship Manager to join our team at Tipsons Financial Services Limited. As a Relationship Manager, you will be responsible for expanding our client base in the B2C Retail segment.

Key Responsibilities:

  • To meet and onboard new clients for investing in Fixed Income Products and Mutual Funds.
  • Regular sales visits to existing clients and potential customers.
  • Cold calling to arrange meetings with potential customers for new business.
  • Respond to incoming mail and phone inquiries.

Desired Experience & Exposure:

  • Experience of selling financial products to High Net Worth Individual (HNI) clients.
  • HNI onboarding and servicing.

Mandatory Skills:

  • Excellent communication skills.
  • Good relationship management and sales skills.
  • Good knowledge of financial products.

Annual CTC Budget:

As per industry standard.

Job Location:

Ahmedabad.



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