Relationship Manager – Sales (Loans, Investments & Insurance)

Job Summary

The Relationship Manager will generate business through B2B and Direct Sales, build long-term relationships, and promote financial products while achieving business targets.

B2B Business Development

· Develop relationships with DSAs, Channel Partners, Builders, CAs, Property Consultants, Real Estate Agents and Corporate Clients.

· Generate business opportunities for Loans, Investments and Insurance.

· Conduct regular field visits to onboard new partners.

· Build long-term referral relationships.

Direct Sales

· Acquire customers through field sales, networking, references and cold calling.

· Understand customer requirements and recommend suitable financial products.

· Achieve monthly sales targets.

· Ensure timely follow-up until closure.

Product Portfolio

· Home Loans

· Loan Against Property (LAP)

· Business Loans

· Personal Loans

· Working Capital / OD / CC

· Mutual Funds

· Fixed Income Products

· Health, Life & General Insurance

· Demat Account & Share Trading Services

Customer Relationship Management

· Provide excellent customer service.

· Coordinate with internal teams for faster processing.

· Maintain customer records and follow-ups.

· Resolve customer queries professionally.

Reporting & MIS

· Submit Daily Sales Reports and Field Visit Reports.

· Maintain CRM and lead database.

· Track enquiries to disbursement/policy issuance.

Eligibility

· Graduate in any discipline (MBA preferred).

· Experience in Banking, NBFC, Financial Services, Insurance, Investments or FinTech preferred.

· Experience in B2B Sales, Direct Sales or Relationship Management.

· Freshers with excellent communication skills may apply.

Required Skills

· Excellent communication and negotiation skills.

· Professional and presentable personality.

· Relationship-building and customer-centric approach.

· Basic MS Office and CRM knowledge.

· Target-oriented and self-motivated.

Mandatory Requirements

· Bike mandatory for field sales.

· Valid Driving License.

· Willingness to travel.

· Smartphone with internet connectivity.

What We Offer

· Attractive Fixed Salary

· Performance-Based Incentives

· Career Growth

· Professional Training

· Opportunity to work with leading financial institutions

• It is a Full Time Sales / Business Development job for candidates with 6 months - 1 years of experience.