Relationship Manager / Senior Relationship Manager

Job Description

We are looking for dynamic and result-oriented Relationship Managers and Senior

Relationship Managers to drive sales and client acquisition for our financial products

portfolio.

Key Responsibilities

* Acquire new customers through direct sales and relationship-based selling.

* Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.

* Build and maintain strong relationships with clients to ensure long-term

engagement.

* Understand customer financial needs and recommend suitable investment and

protection solutions.

* Achieve assigned sales and revenue targets.

* Generate leads through referrals, networking, and market activities.

* Ensure high levels of customer satisfaction and service.

Required Skills

* Insurance Sales

* Mutual Fund Sales

* Direct Sales

* Relationship Management

* Business Development

* Client Acquisition

Eligibility

* 2 - 10 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,

or Financial Services.

* Strong communication, sales, and relationship-building skills.

* Target-driven mindset with a proven track record in sales.

Products

* Insurance

* Mutual Funds

* Fixed Deposits (FDs)

* Bonds

Preference: Candidates currently based in Chennai will be preferred.