01Overview
Job Description Financial Relationship Manager
Company: Auxieron Pvt. Ltd.
Location: Bhubaneswar
Position: Financial Relationship Manager
Salary: 30,000/month + Performance Incentives
About the Role
We are looking for a Financial Relationship Manager who will be responsible for acquiring new clients, understanding their financial requirements, building long-term relationships, and generating business across Auxieron's financial product ecosystem.
Key Responsibilities
Generate new leads through direct outreach, networking, referrals, and other sales channels.
Meet prospective clients and understand their financial goals, requirements, and existing financial products.
Develop and maintain strong, long-term client relationships.
Generate business across Mutual Funds, Loans, Insurance, Bonds, and other financial solutions offered by Auxieron.
Identify opportunities to cross-sell and upsell relevant financial products to existing clients.
Follow up consistently with prospects and convert leads into clients.
Coordinate with product partners and internal teams for smooth execution of client requirements.
Maintain accurate records of prospects, clients, follow-ups, and business generated.
Achieve assigned monthly business and revenue targets.
Provide ongoing support and relationship management to existing clients.
Stay updated on the financial products and solutions offered by the company.
Candidate Profile
We are looking for someone who is:
Target-oriented and self-motivated
Confident in communicating with clients
Comfortable with sales and business development
Good at building and maintaining relationships
Interested in financial markets and financial products
Willing to actively approach and acquire clients
Able to work independently and take ownership of targets
Experience in banking, financial services, mutual funds, insurance, loans, wealth management, or sales will be an advantage.
Compensation & Performance
Fixed Salary: 30000month In addition to the fixed salary, the position includes performance-based incentives linked to business and revenue generation.
The role is designed for individuals who want to build a strong career in financial services while growing their earning potential through performance.
Core Business Areas
Mutual Funds | Loans | Insurance | Bonds | Financial Planning & Wealth Solutions
If you are confident, ambitious, and enjoy working with people and building business, we'd like to hear from you.
Compensation: From 30,000.00 per month
Benefits
Health insurance
Internet reimbursement
Leave encashment
Life insurance
Provident Fund
Education:
Bachelor's (Preferred)
Language:
Odia (Preferred)
English (Preferred)
Hindi (Preferred)
Work Location: On the road .
