Relationship Manager

Roles & Responsibilities

• Generate new leads through references, networking, and field activities
• Meet prospective and existing clients to understand their financial needs
• Promote and sell Life Insurance, Health Insurance, and Mutual Fund products
• Build and maintain long-term client relationships
• Provide post-sales service and portfolio review support
• Achieve monthly and quarterly sales targets
• Cross-sell and up-sell financial products to existing clients
• Maintain accurate records of client interactions and transactions

Desired Candidate Profile

• 3–5 years of experience in Mutual Funds / Life Insurance / Health Insurance sales
• Field sales experience is mandatory
• Must own a two-wheeler with a valid driving license
• Strong passion for sales and customer relationship management
• Excellent communication and negotiation skills
• Self-motivated and target-driven
• Age: 25–35 years preferred
• Graduation is mandatory (Finance background preferred)
• Candidates must be based in Chennai and willing to travel to Adyar and nearby locations