Sales Relationship Manager

Key Job Responsibilities:-

• Acquire new clients and increase engagement with existing clients by providing comprehensive financial planning and investment solutions.

• Conduct daily sales calls with prospective clients to understand their financial needs and investment objectives.

• Recommend suitable investment products and solutions based on clients requirements, financial goals, and risk appetite.

• Conduct timely and regular follow-ups with prospective and existing clients.

• Expand the client base through new client acquisition, referrals, and relationship building to grow AUM/AUA for the branch.

• Help clients achieve their financial goals through a range of products, including Mutual Funds, Retirement Planning, General Insurance, Fixed Deposits, Life Insurance, PMS, AIFs, and other financial products.

• Cross-sell and up-sell relevant products and services to existing clients and keep them updated on primary and secondary market trends.

• Conduct regular marketing and client engagement activities in coordination with the Branch Marketing and Product teams to showcase products, generate leads, and support business growth.

Desired Candidate Profile

• Strong communication, interpersonal, and relationship management skills.

• Minimum 1 year of relevant experience in Financial Planning, Investment Advisory, Wealth Management, or a related field.

• Good understanding of investment products and financial markets.

• Pleasing personality with a strong client-centric approach.

• Candidates with NISM Mutual Fund Advisory, CFP, CWM, or other relevant certifications will have an added advantage.

Perks & Benefits

• Monthly performance-based incentives

• Local conveyance reimbursement

• Mobile reimbursement

• Rewards & Recognition

• Fast-track appraisal two appraisal cycles in a year

• It is a Full Time Sales / Business Development job for candidates with 1 - 5 years of experience.