క్లయింట్ రిలేషన్షిప్ మేనేజర్

Client Relationship Manager – Sales

Key Responsibilities:

• New clients ko identify karke Demat & Trading Accounts open karwana.

• Customers ko Insurance products aur investment-related services ke baare mein explain aur promote karna.

• Telesales ke through leads generate karna, follow-up karna aur conversions achieve karna.

• Field Sales ke through potential clients se personally meet karke account opening aur product sales karna.

• Existing clients ke saath strong relationships maintain karna aur repeat business generate karna.

• Clients ki requirements samajhkar suitable financial products/services suggest karna.

• Sales pitches aur product presentations dena.

• Monthly aur quarterly sales targets achieve karna.

• Leads, follow-ups, account openings aur sales ka regular reporting maintain karna.

• Market trends aur competitor activities par updated rehna.

Job Requirements:

• Minimum Graduate qualification.

• 1–3 years of experience in Sales, Banking, Financial Services, Insurance, Broking, Demat/Trading or related fields preferred.

• Good communication and negotiation skills.

• Telesales + Field Sales dono ke liye comfortable hona chahiye.

• Customer-first approach aur target-oriented mindset.

• New clients ko approach karne aur deals close karne ki ability.

Role ka main focus:
Demat & Trading Account Opening + Insurance Sales + Telesales + Field Sales + Client Relationship Management + Target Achievement.
Hr shivani

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 3 years of experience.