Relationship Manager

Job highlights

• Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Laptop, ESI (ESIC)Job DescriptionClient Acquisition & Relationship Management:Acquire new clients through field visits, referrals, or leads.Maintain and grow relationships with existing clients.Conduct regular client portfolio reviews and follow-ups.Investment Planning & Recommendations:Evaluate the financial objectives and risk profiles of clients.Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).Guide clients on financial products and strategies in a simple manner.Targets Achievement with Concept Selling:Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)Meet or exceed the organisation's sales targets.Stay updated on Product Knowledge:Stay informed about market trends, investment & insurance products, and regulatory updates.Attend training sessions and maintain certifications/licenses (e.g., CFP,

Client Acquisition & Relationship Management: Acquire new clients through field visits, referrals, or leads. Maintain and grow relationships with existing clients. Conduct regular client portfolio reviews and follow-ups. Investment Planning & Recommendations: Evaluate the financial objectives and risk profiles of clients. Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.). Guide clients on financial products and strategies in a simple manner. Targets Achievement with Concept Selling: Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.) Meet or exceed the organisation's sales targets. Stay updated on Product Knowledge: Stay informed about market trends, investment & insurance products, and regulatory updates. Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM) Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.