Relationship Manager

Relationship Manager (Level 1–3)

• CTC: ₹2.5+ LPA to 5LPA

• Probation Period: 6 Months

• Incentives: Performance-based

Key Responsibilities:

• Build and maintain strong client relationships

• Identify new business opportunities and convert leads into sales

• Develop and implement sales strategies to achieve revenue targets

• Provide excellent customer support and ensure client satisfaction

• Coordinate with internal teams for smooth service delivery

• Maintain reports and update CRM systems with client interactions

Skills Required:

• Strong communication and presentation skills

• Ability to build trust and long-term client relationships

• Negotiation and persuasion skills

• Goal-oriented and self-motivated approach

• Good knowledge of financial products / marketing strategies

• Proficiency in MS Office and CRM tools

• Team player with problem-solving ability

We are keen to onboard professionals who are enthusiastic, client-focused, and passionate about financial services.

We are going to look at the candidates having -

Hands-on experience in:• Mutual Funds• NPS• Insurance Lead generation experience is required Field visits for HNI clients (approximately 10%)Knowledge of CRM tools Job Location - Bhubaneswar, Odisha, India

Req. Experience - Minimum 1 yr

Preferred Qualification - Post Graduate in Marketing / Finance / Business Administration or related fields.

Mode - Work from Office

Gender preference - None

Category - Permanent Full Time Role

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Work Location: In person