Relationship Manager

Sakthi Vaults & Wealth Limited; Chennai, Coimbatore District, Erode; On-site; INR 600,000 - 900,000; Full time

Job summary

Sakthi Vaults & Wealth Limited in Chennai seeks a results-driven business development professional to drive locker services and investment product sales. You will generate leads, acquire new clients, and nurture relationships with HNIs while tailoring solutions to their financial needs.

Collaborate with marketing and operations to run client campaigns, ensure RBI/SEBI compliance, and track performance against targets.

Qualifications

• Graduate or postgraduate in Finance, Marketing, or Business Administration.
• Experience in NBFCs, banks, or financial services handling HNI clients preferred.
• Strong sales, negotiation, and client relationship skills.

Responsibilities

• Generate leads and acquire new clients for locker services and investment products.
• Support BH in nurturing relationships with HNI clients and provide tailored solutions.
• Promote FDs and NCDs to individual and corporate clients and achieve sales targets.
• Collaborate with marketing and operations to organize client engagement campaigns and seminars.
• Track and report lead conversions, target achievement, and market feedback.

Skills

Sales skills

Negotiation

Communication

Presentation

Debt instruments

HNI client knowledge

CRM tools

Education

Graduate or Postgraduate in Finance/Marketing/Business Admin

Tools

CRM tools

Job description

Role

• Drive growth in locker services, Resources (FDs, NCDs) and MF
• Assist in Potential HNI Customer Development
• Ensure Compliance with Regulatory Guidelines

Key Result Areas

• Achieve Revenue Targets and Goals
• Lead conversions & Client acquisition.
• Relationship Management - Cross-selling

Key Responsibilities:

• Generate leads and acquire new clients for locker services and investment products.
• Support the BH in nurturing relationships with HNI clients, understand their financial needs, and provide tailored solutions.
• Actively support Customer Service in client interactions to convert cross-sell opportunities.
• Promote fixed deposits (FDs) and non-convertible debentures (NCDs) to individual and corporate clients.
• Achieve sales targets for locker occupancy, FD/NCD mobilization, MF and HNI acquisitions.
• Collaborate with marketing and operations teams to organize client engagement campaigns and seminars.
• Track and report on lead conversions, achievement of targets and report client and market feedback

Key Competencies Required:

• Strong sales and negotiation skills
• Excellent communication and presentation skills
• Understanding of debt instruments, locker services, and HNI financial needs
• Client-centric approach with the ability to build lasting relationships
• Working knowledge of RBI/SEBI regulations related to NBFC deposits and services
• Prior experience with CRM and Sales tracking tools
• High ethical standards and integrity in client dealings

Educational Qualification:

• Graduate or Postgraduate in Finance, Marketing, or Business Administration

Experience:

• 24 years of experience in business development, preferably in NBFCs, banks, or financial services handling HNI clients

Reporting To:

• Branch Head