Relationship Manager

We are seeking a dynamic and target-driven Wealth Sales Manager to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.

Key Roles & Responsibilities

• Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.

• B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.

• Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.

• Cross-Selling: Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.

• Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.

• Relationship Management: Build and nurture long-term professional relationships with clients and partners.

• Sales Promotions: Plan and execute acquisition campaigns and promotional activities.

• MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.

• Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.

Required Skills & Competencies

• Excellent communication, negotiation, and presentation skills.

• Strong interpersonal and networking abilities.

• Target-oriented with proven business development skills.

• Sound understanding of wealth management products, financial markets, and investment strategies.

• High commercial awareness with problem-solving ability.

• Proficiency in MS Office, CRM tools, and digital business platforms.

Qualifications & Experience

• Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred).

• 1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services.

• Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.

Compensation & Benefits

• Salary Package: ₹2.5 LPA – ₹4 LPA (Fixed + Performance-based Incentives).

• Lucrative incentive structure linked to acquisition targets and revenue generation.

• Additional benefits and allowances as per company policy.

• Career progression opportunities to Senior Acquisition Manager / Business Head roles.

• It is a Full Time Sales / Business Development job for candidates with 0 - 3 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 0 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹33000 per month that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., Green Gain Financial Services.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 10 Relationship Manager at Green Gain Financial Services
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:00 AM - 06:00 PM timing.