Relationship manager

Job Title / Position : Relationship Manager

1–4 Years

Noida, Uttar Pradesh

?25,000 – ?35,000 per month

Job Summary

We are looking for a confident and target-oriented Relationship Manager to join our team in Noida. The ideal candidate will be responsible for connecting with potential and existing clients through provided leads, understanding their financial requirements, and promoting suitable mutual fund investment products. Candidates with experience in cold calling, telecalling, sales, or financial product sales will be preferred.

Key Responsibilities

• Connect with potential clients through provided leads and explain mutual fund investment opportunities.

• Generate interest and identify clients’ investment requirements.

• Promote and sell mutual fund products based on customer needs and company offerings.

• Conduct cold calling and follow up with prospective clients.

• Build and maintain strong relationships with clients.

• Explain product features, benefits, risks, and applicable processes clearly.

• Handle client queries and provide timely assistance.

• Maintain regular follow-ups to achieve sales and conversion targets.

• Update lead and customer details in the CRM or relevant reporting system.

• Coordinate with internal teams for documentation, onboarding, and transaction-related support.

• Ensure professional communication and adherence to company policies and applicable financial regulations.

Required Skills & Qualifications

• Graduate in any discipline; relevant qualifications in finance will be an advantage.

• 1–4 years of experience in relationship management, sales, telecalling, or financial product sales.

• Experience in cold calling and lead-based sales.

• Good communication, convincing, and interpersonal skills.

• Strong customer-handling and follow-up abilities.

• Target-oriented, confident, and self-motivated.

• Basic knowledge of mutual funds and investment products will be preferred.

• Mature and experienced candidates are preferred.

Preferred Candidate Profile

• Candidates with prior experience in mutual fund sales, BFSI, insurance, loans, broking, or financial services will be preferred.

• Candidates with strong client-handling and sales experience are encouraged to apply.

Key Skills

Relationship Management | Mutual Fund Sales | Lead Calling | Cold Calling | Telecalling | Client Handling | Sales Conversion | Lead Follow-up | BFSI Sales | Customer Relationship Management

How to Apply

Interested candidates can share their updated resume with the recruitment team.