Relationship Manager

4 hours ago


Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Job Title: Relationship Manager - Sales

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

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech

Salary- 25k to 40k

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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