Relationship Manager

Role & responsibilities-

We are looking for a dynamic and result-oriented Relationship Manager (Field Sales) to join our team in Indore. The ideal candidate should have strong expertise in financial products, including Mutual Funds, Insurance, and Broking products, with a proven track record in sales and client relationship management.

Preferred candidate profile

Key Responsibilities-

1. Identify, acquire, and manage new and existing clients for financial products (Mutual Funds, Insurance, Broking).

2. Achieve sales targets and drive revenue growth through field sales activities.

3. Provide financial advisory services to clients based on their investment needs.

4. Build and maintain long-term customer relationships through trust and consultative selling.

5. Conduct regular meetings, client visits, and presentations to promote products and services.

6. Stay updated with market trends, competitor activities, and regulatory guidelines.

Key Requirements-

1. Graduate/Postgraduate in Finance, Business, or related field.

2. 34 years of experience in sales of financial products (Mutual Funds, Insurance, Broking).

3. Strong client acquisition and relationship management skills.

4. Excellent communication, negotiation, and interpersonal skills.

5. Ability to work independently and achieve targets.

6. Must be comfortable with field sales and frequent client interactions

Job Classification

Industry: Financial Services (Broking)

Functional Area / Department: Sales & Business Development

Role Category: BD / Pre Sales

Role: Business Development Executive (BDE)

Employement Type: Full time

Contact Details:

Company: Bigul

Location(s): Indore