Relationship Manager

Role Overview

The incumbent will spearhead revenue enhancement by marketing an array of financial instruments, including equity and commodity trading accounts, currency, mutual funds, life and general insurance products. This role demands an individual contributor who demonstrates strong initiative, motivation, and is proficient in independently securing leads via tele-calling, cold calling, and various promotional channels.

Key Responsibilities

• Generate leads utilizing tele-calling, cold calls, referrals, digital efforts, and in-person approaches.
• Build and sustain a robust pipeline of potential clients.
• Identify prospective investors and insurance buyers through targeted analysis and segmentation of the market.
• Market and sell financial services like equity trading accounts, commodities, currency products, mutual funds, life and health insurance, and additional investment vehicles.
• Perform needs-based evaluations to suggest appropriate financial solutions.
• Successfully convert prospects into clients with effective communication and relationship cultivation.
• Maintain enduring client relationships to promote repeat business and cross-selling opportunities.
• Provide post-sales assistance, ensuring seamless onboarding and comprehensive documentation.
• Respond to inquiries concerning investment offerings, account initiation, and policy information.
• Adhere strictly to regulatory standards including SEBI, IRDAI, and company protocols during sales procedures.
• Keep precise records of calls, leads, conversions, and client interactions.
• Complete KYC, account setup, and policy issuance aligned with compliance requirements.
• Meet assigned monthly and quarterly sales benchmarks across all product lines.
• Prepare routine reports detailing lead generation, conversion rates, and revenue outcomes.
• Continuously refine sales approaches based on feedback and performance data.

Required Skills and Competencies

• Excellent communication and persuasive selling capabilities.
• Skill in articulating financial products in a clear and accessible manner for customers.
• Experience with tele-calling, cold calling, or direct sales methods.
• Familiarity with financial markets, investment instruments, and insurance products.
• Highly self-motivated, goal-oriented, and proficient at working independently.
• Basic knowledge of CRM software, Microsoft Excel, and digital communication tools.

Preferred Qualifications

• Degree in Finance, Commerce, Business, or related disciplines.
• Additional certifications such as NISM (Equity, Derivatives, Mutual Funds) or IRDA Insurance License are advantageous.
• Prior experience in brokerage, financial advisory, banking, or insurance sales sectors.

Additional Information

• Role involves fieldwork combined with tele-calling and online outreach.
• Individual contributor position, full-time and target-focused.
• Monthly remuneration range: INR 15,000 to INR 25,000.
• Work location: Jaipur, Rajasthan, India.