Relationship Manager

Job Overview

We are seeking a Relationship Manager, also known as a Financial Products Distributor (FPD), to join our sales team. This role primarily involves field sales activities focused on distributing mutual funds and other financial products. The position requires the ability to drive business growth through direct client interaction, understanding their financial needs, offering suitable solutions, and expanding the market presence locally.

Key Responsibilities

• Engage in client acquisition and maintain strong customer relationships.
• Provide investment planning advice and make suitable product recommendations.
• Achieve sales targets by employing concept selling techniques.
• Continuously update knowledge of financial products to ensure effective client service.

Required Qualifications and Experience

• Minimum qualification of graduation in any discipline.
• 0 to 3 years of experience in field sales, especially in mutual funds or financial product sales, is preferred.
• Possession of a personal vehicle is mandatory for attending client visits.