Relationship Manager

7 days ago

Greater Kolkata Area, India Recruitment Mantra HR Consultancy & Recruitment Agency Full time ₹ 2,00,000 - ₹ 8,00,000 per year

Recruitment Mantra Hiring Relationship Executive / Manager for SAFFOLLYA O SAMRIDDHI LLP

We are looking for a dynamic and customer-focused Relationship Executive / Manager to join SAFFOLLYA O SAMRIDDHI LLP. The ideal candidate will be responsible for promoting mutual funds and other financial products, managing client relationships, and driving business growth.

Key Responsibilities

  • Acquire new clients and build strong long-term relationships.
  • Promote and sell mutual funds and other financial products.
  • Understand client needs and provide suitable investment recommendations.
  • Achieve monthly and quarterly sales targets.
  • Maintain regular follow-up with clients for service, queries, and portfolio updates.
  • Prepare and maintain sales reports and client records.

Eligibility Criteria

  • Graduate in any discipline.
  • Minimum
    1+ year experience
    in
    Mutual Fund sales
    or sales of other
    financial products
    .
  • Strong communication and client-handling skills.
  • Ability to achieve targets and work in a goal-driven environment.

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