Relationship Manager

Credicus Business Services; Ahmedabad District, Surat; On-site; INR 350,000 - 700,000; Full time

Job summary

Credicus Business Services is seeking a motivated sales professional in Ahmedabad, Gujarat to acquire new clients and grow assets under management. The role emphasizes building lasting client relationships and understanding financial goals to recommend suitable investment solutions.

You will promote Mutual Funds, SIPs, Demat, Trading Accounts, and other products, while meeting monthly and quarterly targets and maintaining CRM accuracy. Prior experience in broking is a plus.

Qualifications

• 6+ months of sales experience in CASA, Insurance, Demat, SIPs or Mutual Funds.
• Strong communication and interpersonal skills for client engagement.
• Knowledge of broking within the financial services industry is preferred.
• Prior broking experience is a plus.

Responsibilities

• Acquire new clients through open market sourcing, referrals, and networking.
• Build and maintain strong relationships with existing and prospective clients.
• Understand clients' financial goals and recommend suitable investment solutions.
• Promote and sell financial products such as Mutual Funds, SIPs, PMS, AIFs, Bonds, Insurance, Demat & Trading Accounts.
• Achieve monthly and quarterly sales, revenue, and AUM targets.
• Generate new business and increase Assets Under Management (AUM).
• Cross-sell and up-sell financial products to existing clients.
• Conduct regular client meetings, portfolio reviews, and follow-ups.
• Maintain accurate client records and update CRM regularly.
• Stay updated on market trends, investment products, and regulatory guidelines.
• Coordinate with internal teams to ensure smooth onboarding and service delivery.
• Ensure compliance with company policies and regulatory requirements.
• Retain clients by providing proactive financial advisory and relationship management

Skills

Sales experience

Strong communication

Interpersonal skills

Relationship building

Financial product knowledge

Tools

CRM software

Job description

Role & responsibilities :-

• Acquire new clients through open market sourcing, referrals, and networking.
• Build and maintain strong relationships with existing and prospective clients.
• Understand clients' financial goals and recommend suitable investment solutions.
• Promote and sell financial products such as Mutual Funds, SIPs, PMS, AIFs, Bonds, Insurance, Demat & Trading Accounts.
• Achieve monthly and quarterly sales, revenue, and AUM targets.
• Generate new business and increase Assets Under Management (AUM).
• Cross-sell and up-sell financial products to existing clients.
• Conduct regular client meetings, portfolio reviews, and follow-ups.
• Maintain accurate client records and update CRM regularly.
• Stay updated on market trends, investment products, and regulatory guidelines.
• Coordinate with internal teams to ensure smooth onboarding and service delivery.
• Ensure compliance with company policies and regulatory requirements.
• Retain clients by providing proactive financial advisory and relationship management

Preferred candidate profile :-

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
• Good knowledge of broking within the financial services industry.
• Prior experience in the broking industry is a plus.