Financial Services Relationship Manager

1 week ago


Patna, Bihar, India Chemist Box Private Limited Full time

We are seeking a skilled Financial Services Relationship Manager to join our team in Patna, Bihar. As a key member of our sales team, you will be responsible for driving sales growth, managing client relationships, and contributing to our continued success.

About Us

Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, with an extensive network of over 7000 clients. Our mission is to provide exceptional service and expertise to help our clients achieve their financial goals.

Position Overview

We are hiring Financial Services Relationship Managers to drive sales growth, manage client relationships, and contribute to our continued success. As a successful candidate, you will have the opportunity to work with a talented team, develop your skills and knowledge, and earn a competitive salary and benefits package.

Responsibilities
  • Conduct financial services sales to existing and potential clients.
  • Manage and nurture client relationships to ensure long-term loyalty and growth.
  • Identify new business opportunities for expanding our client base.
  • Stay informed about market trends and industry regulations to provide expert advice to clients.
  • Collaborate with internal teams to deliver comprehensive client solutions.
  • Achieve individual and team sales targets through effective planning, execution, and follow-up.
Requirements

To succeed in this role, you will need:

  • Proven sales experience, with a focus on financial services or insurance products.
  • Knowledge of financial services industry regulations and market trends.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Results-driven with a record of meeting/exceeding sales targets.
Benefits

We offer a competitive salary and benefits package, including:

  • Annual CTC - ₹3 lakh to ₹3.60 lakh + Incentives.


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