01Overview
Job Description:
We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling.
Lead Generation:
Identify and onboard potential clients through cold calling, references, and market outreach.
Networking:
Build and leverage a strong referral network to generate new business.
Client Meetings:
Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes.
Client Advisory:
Offer tailored financial solutions that align with client goals and maximize returns.
Retention & Growth:
Ensure consistent client engagement, annual client acquisition targets, and relationship management.
Professional Development:
Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities.
Fieldwork:
Actively participate in on-ground sales activities and client interactions.
Experience:
Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies,
-Minimum: 2-5 years in financial product sales/distribution
Skills Required:
Strong market network and prospecting skills, tech savvy, and a people person.
Excellent communication, interpersonal, and negotiation skills.
Self-driven, target-oriented, hard-worker, and team player.
Certifications: NISM VA, Insurance IC 38 or POS, willingness to complete upon joining
Incentives & Growth
Attractive performance-based incentives.
Career growth opportunities in a leading distribution organization.
Regular training and development and exposure like never before. .
