Relationship Manager

Work Profile: – Equity, Commodity, Currency, Mutual Funds & Insurance Products

Role Overview

The CANDIDATE will be responsible for driving revenue growth by selling a diverse portfolio of financial products, including equity, commodity, currency trading accounts, mutual funds, life insurance, general insurance, and other investment solutions. This is an individual contributor role requiring strong initiative, self-motivation, and the ability to generate leads independently through tele-calling, cold calling, and various marketing channels.

Key Responsibilities

1. Lead Generation & Prospecting

• Generate leads through tele-calling, cold calling, referrals, digital outreach, and field activities.
• Build and maintain a healthy pipeline of prospective clients.
• Identify potential investors and insurance buyers through targeted research and market segmentation.

2. Sales & Client Acquisition

• Pitch and sell financial products such as equity trading accounts, commodity & currency products, mutual funds, life insurance, health insurance, and other investment instruments.
• Conduct needs-based assessments to recommend suitable financial solutions.
• Convert leads into active clients through persuasive communication and relationship-building.

3. Client Relationship Management

• Maintain long-term relationships with clients to encourage repeat business and cross-selling.
• Provide post-sales support, ensuring smooth onboarding and documentation.
• Address client queries related to investment products, account opening, and policy details.

4. Compliance & Documentation

• Ensure all sales activities comply with SEBI, IRDAI, and company guidelines.
• Maintain accurate records of calls, leads, conversions, and client interactions.
• Complete KYC, account opening, and policy issuance processes as per regulatory standards.

5. Performance Tracking

• Achieve monthly and quarterly sales targets across all product categories.
• Prepare daily/weekly reports on lead generation, conversions, and revenue performance.
• Continuously improve sales techniques based on feedback and performance metrics.

Required Skills & Competencies

• Strong communication and persuasive selling skills.
• Ability to explain financial products in simple, customer-friendly language.
• Experience in tele-calling, cold calling, or direct sales.
• Understanding of financial markets, investment products, and insurance solutions.
• Self-driven, target-oriented, and comfortable working independently.
• Basic proficiency in CRM tools, MS Excel, and digital communication platforms.

Preferred Qualifications

• Graduate in Finance, Commerce, Business, or related fields.
• Certifications such as NISM (Equity, Derivatives, Mutual Funds) or IRDA Insurance License are an added advantage.
• Prior experience in broking, financial advisory, banking, or insurance sales.

Role Type

• Individual Contributor
• Full-time, target-driven sales role
• Field + tele-calling + digital outreach