Relationship Manager

KEY RESPONSIBILITIES

• Qualify leads by understanding customer needs and pain points.
• Conduct outbound prospecting and inbound lead follow-up via phone, email, and digital channels.
• Present products/services effectively and maintain CRM records.
• Acquire new clients through digital leads, referrals, networking, and self-sourcing.
• Collaborate with marketing and pre-sales teams.
• Achieve monthly and quarterly sales targets.
• Handle customer inquiries and schedule meetings/demos.
• Track sales metrics and stay updated with industry trends.

CANDIDATE PROFILE

• 1+ years of experience in any B2C sales / Wealth Advisory / Private Wealth / RM / B2C inside sales.
• Market knowledge and understanding.
• Fluency in English, Hindi, and one regional language.
• Strong communication and client acquisition skills.
• Ownership mindset and ability to manage client relationships.
• Passion for sales and business growth.