Relationship Manager

Mahindra Finance; Coimbatore District; On-site; INR 400,000 - 650,000; Full time

Job summary

Mahindra Finance is seeking a sales-focused professional to drive investments in Fixed Deposits and Mutual Funds through direct client engagement and branch referrals. The role focuses on cross-selling to existing NBFC customers, acquiring new clients, and ensuring superior customer experience while meeting business targets.

You will cross-sell to existing NBFC customers, acquire new clients, conduct periodic portfolio reviews, and support digital initiatives to boost business while meeting

Responsibilities

• Cross-sell Fixed Deposits and Mutual Funds to existing NBFC customers and new prospects.
• Generate business through branch referrals and direct sourcing.
• Conduct periodic portfolio reviews and investment counselling for clients.
• Maintain and grow Mutual Fund AUM and SIP book.
• Ensure timely documentation, compliance, and onboarding for investment products.
• Participate in branch engagement activities and product training sessions.
• Provide market insights and feedback to improve product positioning and customer targeting.
• Support digital initiatives to increase business via online platforms.

Job description

Role & responsibilities

1: Job Purpose Statement

To drive sales of Fixed Deposits and Mutual Funds through direct customer engagement and branch referrals. The role focuses on cross-selling to existing NBFC customers, acquiring new clients, and ensuring superior customer experience while meeting business targets

Preferred candidate profile

2: Duties & Responsibilities

• Cross-sell Fixed Deposits and Mutual Funds to existing NBFC customers and new prospects.
• Generate business through branch referrals and direct sourcing.
• Conduct periodic portfolio reviews and investment counselling for clients.
• Maintain and grow Mutual Fund AUM and SIP book.
• Ensure timely documentation, compliance, and onboarding for investment products.
• Participate in branch engagement activities and product training sessions.
• Provide market insights and feedback to improve product positioning and customer targeting.
• Support digital initiatives to increase business via online platforms.