Relationship Manager

Credicus Business Services; Hyderabad; On-site; INR 250,000 - 500,000; Full time

Job summary

Credicus Business Services is hiring a sales-oriented financial advisory professional in Hyderabad, India. The role focuses on acquiring new clients and building long-term relationships while promoting a broad range of investment products and services.

You will understand client goals, recommend suitable solutions, and ensure onboarding and regulatory compliance. AUM growth and regular portfolio reviews are key outcomes of this position.

Qualifications

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.

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

Communication skills

Relationship building

Sales experience

Broking knowledge

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.