As a Relationship Manager, your role will involve attracting new clients, marketing financial products, and delivering customized investment solutions.
Primary Responsibilities:
· Develop and maintain client relationships.
· Market mutual funds, Demat accounts, and life insurance products.
· Offer tailored investment strategies.
· Meet sales objectives and key performance indicators (KPIs).
· Adhere to regulatory requirements.
Qualifications and Skills:
· A Bachelor's degree in Finance or a related discipline.
· 1+ Yrs experience in BFSI sales within the financial services sector (preferred).
Excellent communication and negotiation abilities.