Relationship Manager

Talent Corner Hr Services; Dadri; On-site; INR 400,000 - 700,000; Full time

Job summary

Talent Corner Hr Services is seeking a dynamic sales professional to promote mutual fund products to HNI clients and drive revenue in Dadri, Uttar Pradesh. The role emphasizes strong client engagement, lead conversion, and regular CRM updates.

The ideal candidate will combine basic mutual funds knowledge with a bold business development mindset, exceptional communication, and the ability to travel within the city for meetings and growth opportunities.

Qualifications

• Basic knowledge of mutual funds and financial products.
• Sales-oriented with a strong business development mindset.
• Excellent communication, persuasion, and relationship-building skills.
• Comfortable handling HNI clients and conducting client meetings.
• Willing to travel within the city for client meetings and business development.
• Confident with a focus on lead conversion and client engagement.

Responsibilities

• Sell and promote mutual fund products to HNI clients and achieve sales targets.
• Generate and follow up with prospects to convert leads into clients.
• Build and maintain strong client relationships through regular engagement and meetings.
• Understand client requirements and explain suitable mutual fund investment options.
• Maintain accurate client records and update all activities using CRM tools.

Skills

Mutual funds knowledge

Sales & business development

Communication & relationship-building

HNI client handling

Local travel (city)

Tools

CRM software

Job description

Role & responsibilities

• Sell and promote mutual fund products to HNI clients and achieve sales targets.
• Generate and follow up with prospects to convert leads into clients.
• Build and maintain strong client relationships through regular engagement and meetings.
• Understand client requirements and explain suitable mutual fund investment options.
• Maintain accurate client records and update all activities using CRM tools.

Preferred candidate profile

• Candidate with basic knowledge of Mutual Funds and financial products.
• Strong sales-oriented and aggressive business development mindset.
• Excellent communication, persuasion, and relationship-building skills.
• Comfortable handling HNI clients and conducting client meetings.
• Willing to travel within the city for client meetings and business development.
• Confident personality with a strong focus on lead conversion and client engagement.