Relationship Manager Financial Services

Relationship Manager

Job Location

Rajkot & Ahmedabad

Experience

1 Years

 Qualification

Bachelor's Degree / MBA or equivalent

 Job Summary

We are looking for a dynamic Relationship Manager to acquire new clients, build long-term relationships, and promote investment and financial solutions. The ideal candidate should have strong sales skills, customer handling experience, and the ability to achieve business targets through field sales and client referrals.

 Key Responsibilities

Acquire new customers through field sales, referrals, and lead generation.
 Build and maintain long-term relationships with retail and HNI clients.
 Understand customer financial needs and recommend suitable investment solutions.
Generate new business while ensuring high levels of customer satisfaction.
Cross-sell financial products based on customer requirements.
Maintain regular follow-ups with clients to increase business opportunities.
Achieve monthly acquisition and revenue targets.
Ensure compliance with company policies and regulatory guidelines.
Keep updated with market trends and financial products.

Required Skills

 Strong communication and interpersonal skills.
Excellent sales and negotiation abilities.
Customer-focused approach.
Ability to work in a target-driven environment.
Good presentation and relationship management skills.
Basic knowledge of financial markets and investment products is preferred.

 Preferred Background

Candidates with experience in:

Banking Sales
Wealth Management
Financial Services
Investment Advisory
Retail Sales
Business Development
Customer Acquisition

Benefits

Attractive Fixed Salary
Performance-Based Incentives
Career Growth Opportunities
Learning & Development Programs
Supportive Work Environment