Relationship Manager

Spyra Exim Pvt Ltd is looking for a Relationship Manager to handle client relationships and assist customers with mutual fund investment services. The ideal candidate should be able to communicate effectively with clients, understand their financial needs, and guide them in selecting suitable investment options.

• Key ResponsibilitiesConnect with clients interested in Mutual Fund and SIP investments
• Explain financial products and investment opportunities to clients
• Build and maintain strong relationships with customers
• Assist clients with KYC, account opening, and investment processes
• Follow up with leads and convert them into active investors
• Maintain client records and provide regular updates
• Achieve monthly sales targets and business goals
• RequirementsGraduate in any stream (Commerce or Finance preferred)
• 0–3 years experience in sales, telecalling, banking, insurance, or financial services
• Good communication skills in English, Hindi, or Marathi
• Basic knowledge of mutual funds or financial products (training will be provided)
• Ability to build trust and maintain long-term client relationships