Relationship Manager

Role Overview: We are a fast-growing portfolio management company seeking highly driven Relationship Managers (RMs) for a hardcore sales role. 2

Key Responsibilities:

• Lead Generation & Prospecting:
• Identify and generate new leads through various channels (cold calling, networking, referrals).
• Build a pipeline of prospective clients interested in wealth management services.
• Meeting Scheduling:
• Set up meetings with qualified prospects to pitch the company’s offerings.
• Sales Target Achievement:
• Drive sales to achieve an annual revenue target through new client acquisitions.
• Meet monthly revenue targets based on the overall goal.
• Relationship Management:
• Build and nurture strong relationships with clients to foster loyalty and repeat business.
• Provide excellent post-sales support and regular follow-ups to ensure client satisfaction.

Requirements:

• Minimum 4 + years of experience in hardcore sales, preferably in financial services.
• Excellent communication, negotiation, and persuasion skills.
• Target-driven mindset with a hunger for achieving and exceeding sales goals.
• Ability to thrive in a fast-paced, high-pressure sales environment.
• English language proficiency
• An entrepreneurial-minded advisor with a passion for equity investments.
• A self-starter who can run your own practice and grow your client base.
• A knowledgeable professional who understands the nuances of investment strategies.

If you’re ready to take control of your career and join a team that values independence and growth, we want to hear from you!

Key Performance Indicators (KPIs):

• Number of new leads generated.
• Number of client meetings scheduled per month.
• Achievement of quarterly and yearly revenue targets.
• Client retention and relationship management performance.

Employment Type: Full-Time

Compensation: Competitive salary + attractive performance-based bonus

Job Type: Full-time

Experience:

• sales: 3 years (Preferred)