Relationship Manager - Financial Services

About the Company

We are a premier financial services organization in India with over 30 years of expertise and a robust presence nationwide. Our reputation is built on ethical business conduct, innovative financial platforms, and a steadfast commitment to client success. Our extensive network of more than 400 branches serves over 1.2 million customers, offering a wide array of financial products including mutual funds, systematic investment plans (SIPs), insurance policies, portfolio management services (PMS), equity and derivatives trading, wealth advisory, and digital investment platforms.

Role and Responsibilities

• Onboard 7-8 new clients monthly via open-market outreach efforts.
• Drive revenue growth from acquired client accounts across multiple financial products.
• Promote and cross-sell various investment solutions including mutual funds, SIPs, insurance, bonds, initial public offerings (IPOs), Demat and trading accounts.
• Consistently secure at least 5 SIP enrollments of ₹2,000 each every month.
• Establish and nurture enduring relationships with both new and existing clients.
• Identify potential sales leads, actively follow up, and convert prospects into loyal customers.
• Offer effective product guidance and deliver continuous client service.
• Meet or exceed monthly targets for client acquisition, revenue generation, and cross-selling metrics.
• Maintain comprehensive and accurate records of leads, client interactions, and sales outcomes.
• Adhere to company protocols, compliance standards, and sales procedures rigorously.

Candidate Profile

• Graduation in any field is required.
• Prior experience in banking, broking, insurance, mutual funds, wealth management, financial services, or field sales is desirable.
• Fresh graduates with strong communication abilities and a keen interest in financial product sales are encouraged to apply.
• Familiarity with investment products, equity markets, SIPs, and mutual funds is advantageous.
• Excellent interpersonal, negotiation, relationship-building, and sales competencies are essential.
• Comfortable engaging in face-to-face client acquisition and field sales.
• Highly motivated, target-driven, and self-starting with a focus on delivering results.
• Capability to develop lasting client relationships and effectively manage customer inquiries.
• Possession of NISM or NCFM certifications is a plus.

Application Process

Candidates interested in this opportunity should forward their updated resumes with the subject line "Application for Relationship Manager [Candidate Name] [Current Location]" to the emails provided below. For more information, the recruitment team can be contacted via the listed phone numbers.

Contact Information

• Dinesh J — dinesh.j@skillactz.com, +91 99403 19891
• Saranya V D — saranya.d@skillactz.com, +91 77087 13030
• Jovviya Ann Kappan — jovviya.kappan@skillactz.com, +91 80759 08676
• Dr. Jeena Jose C — jeena.jose@skillactz.com, +91 91889 39806
• Jackson J — jackson.j@skillactz.com, +91 95443 16657