Relationship Executive

Role Overview

We are looking for a Relationship Executive who can build strong relationships with prospective and existing clients, understand their financial requirements and coordinate with our advisory/distribution team to provide suitable investment and insurance solutions.

The ideal candidate should be confident, well-spoken, target-oriented and genuinely interested in building a career in financial services.

• Key ResponsibilitiesHandle leads and client enquiries received through digital and offline channels.
• Contact prospective clients and understand their financial goals and requirements.
• Schedule and coordinate client meetings and consultations.
• Explain basic concepts related to SIPs, Mutual Funds, Insurance and other financial products.
• Follow up with prospects and maintain an organised sales pipeline.
• Build and maintain long-term relationships with existing clients.
• Assist the senior team during client meetings and financial discussions.
• Coordinate documentation, KYC, applications and transaction-related requirements.
• Maintain accurate client information and follow-up records in the CRM.
• Identify opportunities for additional investments or relevant financial solutions based on client requirements.
• Ensure regular follow-up and excellent customer service.
• Achieve assigned lead conversion, meeting and business targets.
• Follow company processes and applicable regulatory/compliance requirements
• Who We're Looking ForGraduate in any discipline.
• 0–3 years of experience in sales, relationship management, banking, insurance, mutual funds or financial services preferred.
• Excellent communication and interpersonal skills.
• Comfortable speaking with clients over phone and WhatsApp.
• Good follow-up and negotiation skills.
• Basic understanding of financial products is an advantage.
• Comfortable working with CRM, Excel/Google Sheets and digital communication tools.
• Positive attitude and willingness to learn.
• Strong focus on customer experience rather than aggressive selling.

Key Performance Indicators Performance will be evaluated based on:

• Lead follow-up
• Client meetings scheduled
• Lead-to-meeting conversion
• Meeting-to-business conversion
• Client retention and service quality
• Revenue/business generation
• CRM discipline and follow-up quality
• What We OfferFixed salary + performance incentives
• Structured training on financial products
• Opportunity to build a career in financial services
• Exposure to Mutual Funds, Insurance and Investment Products
• Professional and growth-oriented work environment
• Opportunity to work directly with clients and senior managemen