Relationship Executive

Invesmate Group; Kolkata District; On-site; INR 300,000 - 420,000; Full time

Job summary

INVESMATE is seeking a relationship-focused professional to join the in-house sales team in Dunlop, Kolkata. You will engage with customers, explain financial products, and convert leads into customers, driving revenue in a fast-paced environment.

The role requires 1+ year in Tele/Direct/B2C sales, stock market knowledge, and strong bilingual communication in Hindi and English. You will build lasting relationships and achieve monthly targets through proactive follow-ups.

Qualifications

• strong sales and communication skills.
• Minimum 1 year of experience in Tele Sales, Direct Sales, or B2C Sales.
• Stock Market knowledge is mandatory.
• Experience in Insurance, Financial Services, or Banking will be preferred.
• Strong communication skills in Hindi and English (Mandatory).
• Good persuasion, negotiation, and relationship-building skills.
• Ability to convert leads and achieve sales targets.
• Self-motivated, confident, and comfortable handling customer conversations.
• Target-oriented mindset with a willingness to grow.

Responsibilities

• Connect with company-generated leads and understand customer requirements.
• Explain INVESMATE’s financial products, research services, and learning solutions.
• Convert qualified leads into customers through effective sales conversations.
• Build and maintain strong customer relationships through regular follow-ups.
• Handle customer queries and provide a smooth experience throughout the sales journey.
• Maintain accurate lead updates and sales records.
• Achieve monthly conversion goals in a target-driven environment.

Skills

Sales skills

Communication skills

Hindi

English

Job description

At INVESMATE , we are looking for a passionate and target-driven Relationship Executive who can connect with customers, understand their requirements, and help them make informed financial decisions.

As a part of our In-House Sales Team , you will handle customer interactions, convert qualified leads, and build long-term relationships in a performance-focused environment.

Requirements

We are looking for professionals with strong sales and communication skills.

Minimum 1 year of experience in Tele Sales, Direct Sales, or B2C Sales.

Stock Market knowledge is mandatory.

Experience in Insurance, Financial Services, or Banking will be preferred.

Strong communication skills in Hindi and English (Mandatory) .

Good persuasion, negotiation, and relationship-building skills.

Ability to convert leads and achieve sales targets.

Self-motivated, confident, and comfortable handling customer conversations.

Target-oriented mindset with a willingness to grow.

Responsibilities

Your key responsibilities will include:

Connect with company-generated leads and understand customer requirements.

Explain INVESMATE’s financial products, research services, and learning solutions.

Convert qualified leads into customers through effective sales conversations.

Build and maintain strong customer relationships through regular follow-ups.

Handle customer queries and provide a smooth experience throughout the sales journey.

Maintain accurate lead updates and sales records.

Achieve monthly conversion goals in a target-driven environment.

• Role: Relationship Executive
• Experience Required: 1+ Years
• Location: Dunlop, Kolkata

Join INVESMATE and grow your career with a trusted financial education platform, continuous learning opportunities, and professional guidance from industry experts.