Relationship Manager

Mahindra Finance; Hyderabad, Ahmedabad District, Delhi; On-site; INR 223,000 - 446,000; Full time

Job summary

Mahindra Finance in Hyderabad is seeking a sales-focused professional to drive mutual funds, fixed deposits and SIPs, and to onboard new customers efficiently. You will manage relationships, conduct portfolio reviews, and ensure regulatory compliance while achieving sales targets and collaborating with branch teams for lead generation and customer engagement.

The role requires proactive outreach, strong communication skills, and the ability to analyze customer needs and provide suitable

Responsibilities

• Drive sales of Mutual Funds, Fixed Deposits, SIPs, and other investment products.
• Acquire new customers through direct sourcing, referrals, and branch leads.
• Manage and strengthen relationships with existing customers to drive repeat business.
• Conduct portfolio reviews and provide investment advisory services based on customer needs.
• Ensure smooth onboarding, documentation, and regulatory compliance for all transactions.
• Achieve assigned sales targets and contribute to business growth.
• Collaborate with branch teams to generate leads and enhance customer engagement.
• Track market trends and provide insights to improve customer acquisition and retention.

Job description

Role & responsibilities

• Drive sales of Mutual Funds, Fixed Deposits, SIPs, and other investment products.
• Acquire new customers through direct sourcing, referrals, and branch leads.
• Manage and strengthen relationships with existing customers to drive repeat business.
• Conduct portfolio reviews and provide investment advisory services based on customer needs.
• Ensure smooth onboarding, documentation, and regulatory compliance for all transactions.
• Achieve assigned sales targets and contribute to business growth.
• Collaborate with branch teams to generate leads and enhance customer engagement.
• Track market trends and provide insights to improve customer acquisition and retention.