Relationship Manager

Position Details:

Position: Relationship Manager – Wealth Management
Location: Chennai / Coimbatore
Experience Required: 2 – 3 Years
Working Days: 5 Days a Week
Industry: Financial Services / Wealth Management

Role Summary:

The company is looking for a highly target-driven Relationship Manager responsible for client acquisition, revenue generation, and AUM growth. The ideal candidate should possess strong networking abilities, sales orientation, and experience in financial product sales.

Key Responsibilities:

• Acquire new clients through cold calling, networking, referrals, and market mapping
• Generate leads through personal database and external channels
• Build and onboard new client relationships
• Achieve monthly and quarterly revenue targets
• Drive Assets Under Management (AUM) growth
• Cross-sell and upsell wealth management products
• Maintain regular engagement with active clients
• Ensure KYC documentation and compliance procedures are completed accurately

Eligibility Criteria:

• Graduate (MBA Preferred)
• NISM Certification Preferred
• 2–3 years of experience in financial product sales / wealth management / BFSI sales

Required Skills:

• Strong communication and negotiation skills
• Aggressive target-oriented approach
• Excellent networking and relationship-building capability
• Good understanding of financial products and investment instruments
• Comfortable using office productivity tools and AI-based research/productivity tools

What the Company Offers:

• Exposure to client-facing wealth management roles
• Career growth opportunities in financial services
• Flexible working environment
• Health Insurance Benefits
• Attractive performance-linked incentives and annual bonuses
• Inclusive and growth-oriented work culture

The budgeted compensation for this role is approximately ₹30,000 – ₹50,000 per month, excluding incentives. The client is primarily looking for candidates with strong experience in financial product sales and relationship management.

• It is a Full Time టెలిసెల్స్ / టెలిమార్కెటింగ్ job for candidates with 2 - 5 years of experience.