Relationship Manager

Key Responsibilities

• Acquire and onboard high-net-worth retail clients using prior industry connects and networking.
• Drive investments in Fixed Deposits, Bonds, and Mutual Funds in the range of 510 lakhs.
• Build and maintain strong sales pipelines using CRM and structured sales processes.
• Negotiate and close deals independently with minimal support.
• Leverage personal relationships to acquire customers.
• Ensure accurate MIS tracking, compliance adherence, and timely closures.
• Meet and exceed aggressive monthly and quarterly targets.
• Work under target pressure with a high ownership and growth mindset.