Walk-in || Advisory Relationship Manager

Role & responsibilities

• Build and maintain strong client relationships.
• Understand client financial needs and provide suitable guidance.
• Generate new leads and acquire clients.
• Explain financial products and investment services.
• Follow up with clients and resolve their queries.
• Achieve assigned sales and revenue targets.
• Maintain client records and CRM updates.
• Ensure compliance with company policies.

Preferred candidate profile

• Good communication and client handling skills.
• Knowledge of financial products and markets.
• Sales and relationship management experience.
• Target-oriented and customer-focused.

Perks and benefits

• Attractive salary + performance incentives.
• Career growth opportunities.
• Training and professional development.
• Supportive work environment.