Relationship Manager – BFSI

Job Description

MAP Financial Services is hiring an experienced Relationship Manager for our Faridabad operations. This is a three-in-one role combining individual sales performance, team leadership, and client portfolio management:

•     New client acquisition – Build your own book of HNI and retail investor clients in Faridabad & NCR

•     Product sales – Sell Demat accounts, SIPs, mutual funds, equity advisory, PMS, insurance, and lending products

•     Team supervision – Lead and mentor the in-house telecalling team AND sales executives, drive lead quality, monitor team output, and improve conversion ratios

You'll work directly with promoter and play a central role in scaling MAP's client base in Faridabad. This is a high-visibility, high-growth position with a clear path to Branch Head / Wealth Manager Head over 2–3 years.

Key Responsibilities — Client Acquisition & Sales (≈50%)

•     Onboard new HNI and retail clients in Faridabad & NCR

•     Sell across MAP's full product suite: Demat, SIPs, mutual funds, equity, PMS, insurance, lending

•     Build long-term client relationships for repeat business and AUM growth

•     Conduct portfolio reviews and cross-sell / up-sell to existing clients

•     Achieve monthly and quarterly targets on revenue, AUM, and new accounts

Key Responsibilities — Team Supervision (≈40%)

•     Supervise and mentor the in-house telecalling team (daily call review, lead quality check, conversion tracking)

•     Supervise and mentor field sales executives (daily plan, lead allocation, target tracking)

•     Conduct daily morning huddles and weekly performance reviews

•     Train telecallers and sales execs on product pitches, objection handling, and closure techniques

•     Allocate lead lists, set daily KPIs, and monitor dashboard performance

•     Coordinate handover of qualified leads from telecallers to sales execs / self for closure

•     Report weekly team performance to franchisee owner

Key Responsibilities — Strategy & Reporting (≈10%)

•     Track revenue, AUM, and team productivity in MAP's internal dashboard

•     Identify gaps in lead funnel and recommend process improvements

•     Stay updated on Motilal Oswal research, new products, and BFSI regulations

•     Represent MAP at local events, investor meets, and partner activations

Candidate Requirements

•     Education: Graduate / Postgraduate in any stream; B.Com / BBA / MBA (Finance) preferred

•     Experience: 2 – 3 years of BFSI sales experience (mandatory). Bank / NBFC / broking / mutual fund / insurance / wealth management background required. Prior team handling / supervisory exposure is a strong plus.

•     Certifications: NISM VA / VIII / X preferred. Candidates without NISM can be considered if willing to complete within 60 days (MAP will support).

•     Languages: Hindi (fluent), English (good), Hinglish comfort

•     Skills: Strong financial product knowledge, people management, HNI client management, sales target ownership, Excel / CRM / dashboards

•     Two-wheeler / car with valid driving licence

•     Age: 25 – 35 years preferred

•     Gender: Open to all

Salary & Benefits

•     Fixed Salary: ₹30,000 – ₹40,000 per month (based on experience, current CTC, and team-handling background)

•     Self-sourced Demat account and SIP activation incentives

•     Revenue and AUM-linked basis-point structure

•     Team override incentives — additional earnings on telecalling team's conversions and sales execs' closures

•     Realistic On-Target Earnings (OTE): ₹50,000 – ₹75,000+ per month for performers

•     Free NISM certification support

•     Direct exposure to CA-led wealth advisory practice

•     Growth path: RM → Senior RM → Branch Head / Wealth Manager Head

•     Fuel / travel reimbursement for client meetings

Interview Details

•     Interview Mode: Telephonic screening → In-person round 1 (sales / product knowledge)

•     Final round with franchisee owner (leadership & culture fit)

•     Interview Location: MAP Financial Services Office, Omaxe World Street, Sector - 79, Faridabad