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Financial Relationship Manager

salary 15,000 - 22,000 /month
company-logo
job companySforce
job location Field job
job location Sector-14 Karnal, Karnal
job experience1 - 6+ years Experience in Sales / Business Development
5 Openings
full_time Full Time

Skills Required

Lead Generation

Job Highlights

sales
Sales Type: B2B Sales
qualification
Graduate and above
gender
All genders
jobShift
09:30 AM - 06:30 PM | 6 days working
star
Job Benefits: Insurance, PF, Medical Benefits
star
Bike, PAN Card, 2-Wheeler Driving Licence

Job Description

We are looking for a Financial Relationship Manager to join our team at SFORCE. This role involves acquiring new clients and driving business growth, building relationships with customers, and achieving sales targets. Identifying leads, pitching products or services, and ensuring client satisfaction will be the main responsibility. The position offers an in-hand salary of ₹15,000 - ₹22,000 along with performance-based incentives and opportunities for career growth.

Key Responsibilities

  • Generate new business opportunities and achieve assigned sales targets.

  • Identify and approach potential customers through leads, references, and networking.

  • Understand customer needs and recommend suitable life insurance solutions.

  • Build and maintain strong relationships with customers and clients.

  • Conduct customer meetings, presentations, and follow-ups.

  • Generate leads and convert potential prospects into customers.

  • Maintain a strong customer database and ensure regular follow-up.

  • Provide excellent pre-sales and post-sales customer support.

  • Develop effective strategies to increase business and sales growth.

  • Achieve monthly, quarterly, and annual business targets.

  • Maintain proper records of sales activities and customer interactions.

  • Coordinate with internal teams for smooth policy processing and customer service.

Job Requirements:

The minimum qualification for this role is Graduate and 1 - 6+ years of experience. Strong communication skills, customer-centric approach, and ability to close deals are important for this profile. Proficiency in Lead Generation is an added advantage.

Other Details

  • It is a Full Time Sales / Business Development job for candidates with 1 - 6+ years Experience.

More about this Financial Relationship Manager job

  1. Who is eligible to apply for this Financial Relationship Manager job at Sforce?
    Ans : Candidates should have a Graduate and above qualification and skills like Lead Generation for this Financial Relationship Manager job offered by Sforce.
  2. How much can you earn in this position?
    Ans : You can earn between ₹15,000-₹22,000 per month in this Financial Relationship Manager position.
  3. What is the work schedule for this Financial Relationship Manager job?
    Ans : This Financial Relationship Manager job has 6 days working days and timings from 09:30 AM - 06:30 PM.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Sector-14 Karnal, Karnal.
  5. How many vacancies are there for this Financial Relationship Manager job?
    Ans : There are 5 vacancies for this Financial Relationship Manager role.
  6. Is this job open for all genders?
    Ans : Yes, this Financial Relationship Manager job is open for both male and female candidates.
  7. What work will you do in this role?
    Ans : As a Financial Relationship Manager, you will work on skills like Lead Generation.
  8. What is the job location for this position?
    Ans : The job location for this Financial Relationship Manager position is Sector-14 Karnal, Karnal.
  9. Who is the right fit for this Financial Relationship Manager job?
    Ans : A candidate having skills like Lead Generation with 1-7 years of experience is the right fit for this Financial Relationship Manager job.
  10. What makes this Financial Relationship Manager job a good opportunity?
    Ans : This Financial Relationship Manager job is a good opportunity as it offers a salary between ₹15,000-₹22,000 per month. This is a Full Time job and has 5 openings.
Candidates can call HR for more info.
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Other Details

Incentives

No

No. Of Working Days

6

Benefits

Insurance, PF, Medical Benefits

Skills Required

Lead Generation

Contract Job

No

Salary

₹ 15000 - ₹ 22000

English Proficiency

Yes

Contact Person

Priyanka

Interview Address

-, Sector-14, Karnal
Posted 7 hours ago
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