Relationship Manager

2 weeks ago


Royapettah, Tamil Nadu, India Investor Pov Financial Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role Overview

We are looking for a proactive and client-focused Relationship Manager (RM) to join our team. The RM will be responsible for building and maintaining strong client relationships, helping clients achieve their financial goals, and supporting the growth of the company's assets under management (AUM).

Key Responsibilities

  • Develop and maintain long-term relationships with clients.
  • Understand client needs and recommend suitable investment products (Mutual Funds, SIPs, Insurance, etc.).
  • Achieve monthly targets for client acquisition and investments.
  • Educate clients about financial planning, investment strategies, and company services.
  • Assist clients with account opening, KYC, and transaction support.
  • Follow up with leads provided by the company and also generate self-leads.
  • Handle client queries and resolve issues promptly to ensure high satisfaction.
  • Maintain proper client records and provide regular updates to management.
  • Stay updated with market trends, financial products, and compliance guidelines.

Requirements

  • Bachelor's degree (Finance, Commerce, Business, or related field preferred).
  • Freshers or candidates with up to 2 years of experience in sales/finance/insurance/banking.
  • Strong communication and interpersonal skills.
  • Ability to build trust and long-term client relationships.
  • Target-driven and self-motivated attitude.
  • Basic knowledge of stock market / investments is an added advantage.

What We Offer

  • Fixed Salary + Allowances + Attractive Incentives.
  • Training on financial products and sales techniques.
  • Opportunity to grow with a fast-growing startup in the financial services industry.
  • Career progression to Senior RM / Team Leader roles based on performance.

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