Sales Relationship Manager
1 week ago
Company: Caring Click Enterprise
Location: Ahmedabad
Position Type: Full-Time
Key Responsibilities:1. New Client Acquisition:
l Open 15 new accounts with a minimum ₹20,000 margin money within a 15 days window.
l Ensure proper onboarding, documentation, and activation of accounts.
2. Systematic Investment Plans (SIP):
l Achieve a target of 15 SIP registrations.
l Each SIP must have a monthly investment of ₹2,000 for a tenure of 5 years.
l Educate clients on the benefits of disciplined and long-term investments.
l
Sales Strategy and Execution:
l Develop and execute strategies to meet assigned targets for account openings and SIP sales.
l Identify potential clients through cold calling, referrals, and meetings.
l Build and nurture relationships to drive client engagement.
Client Relationship Management:
l Regularly follow up with existing clients to ensure sustained investments and satisfaction.
l Provide market updates, product knowledge, and portfolio performance feedback to clients.
l Address client concerns promptly to maintain a high level of trust and service.
Reporting and Compliance:
l Maintain accurate records of leads, conversions, and progress toward targets.
l Adhere to all regulatory and company compliance standards.
Qualifications and Skills Required:· Graduate in any discipline (Finance-related degree preferred).
· 1–3 years of experience in financial sales or related fields (stock market, mutual funds, financial service related).
· Excellent communication and client relationship skills.
· Strong ability to achieve sales targets and manage multiple client relationships.
· Proficiency in MS Excel.
Compensation and Benefits:l Annual Salary: ₹2.1 Lacs to ₹3.0 Lacs
l Competitive salary with incentives/bonuses linked to target achievements.
l Opportunity to grow within a dynamic financial services environment.
l Training and development programs to enhance product knowledge and sales skills.
Targets Overview:· 15 New Accounts (₹20,000 margin per account to remain in the system for 90 days).
· 15 SIPs (₹2,000 per month for a duration of 5 years).
-
Area Manager
5 days ago
Ahmedabad, Gujarat, India Hdfc Sales Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesRecruitmentResponsible for recruitment of sales officers and TM by managing the entire recruitment process.Training and CoachingResponsible for conducting the training of new joinees in conjunction with L&D team. He should train and coach the new joinees on geography mapping, source management and customer relationship.Geography...
-
Relationship Manager
1 week ago
Ahmedabad, Gujarat, India Resolute Property Solutions Ahmedabad Full time ₹ 3,00,000 - ₹ 9,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager - Real Estate Sales located in Ahmedabad. The Relationship Manager will be responsible for managing and maintaining client relationships, understanding client needs, and providing them with suitable real estate solutions. Daily...
-
Relationship Manager
1 week ago
Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - Affluent-AFFLUENT-Relationship Manager As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Anand Rathi Global Finance Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAnand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC). It is classified as a Systemically Important Non-Deposit taking Non-Banking Financial Company (NBFC-ND-SI). Anand Rathi Global Finance Limited is engaged in the business of lending and offers...
-
Relationship Manager
1 week ago
Ahmedabad, Gujarat, India TCP Corps Full time ₹ 12,00,000 - ₹ 36,00,000 per yearOverview: The Relationship Manager plays a crucial role in the organization as they are responsible for building and maintaining strong relationships with clients and stakeholders. They act as a liaison between the organization and its clients, ensuring customer satisfaction and identifying opportunities for business growth.Key Responsibilities:Develop and...
-
Relationship Manager
5 days ago
Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearDescriptionWe are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-selling financial products, and ensuring operational excellence at the branch level. The ideal candidate will bring strong sales expertise, leadership...
-
Relationship Manager
5 days ago
Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearDescriptionRelationship Manager-Loan Against Property LocationMumbaiReporting RelationshipsLocation ManagerThe 'Loan Against Property (LAP)' Business vertical is the part of 'Secured Assets' division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India IndusInd Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues....
-
Relationship Manager
5 days ago
Ahmedabad, Gujarat, India The Hrfly Full time ₹ 4,20,000 per yearJob Description – Life Insurance Sales (Banca Channel) Position: Relationship ManagerLocation: AhmedabadCTC: Up to 4.20 LPA + Attractive Incentives Graduation Must Minimum 1 year of experience in Life Insurance salesMale Candidate Preferred Perks and benefitsIncentives + Other Allowances
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India SMC Global Securities Ltd Full time ₹ 3,00,000 - ₹ 5,00,000 per yearCompany: SMC Global Securities Ltd.Designation: Relationship Manager - DealingJob Type: Full time.Industry: Broking.Certificate: NISM - 8 (Mandatory)Job Responsibilities:Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.Business/...