Relationship Manager

DuoJobs; India; Remote; INR 400,000 - 700,000; Full time

Benefits offered by this job

Health Insurance

Provident Fund

Other Allowances

Job summary

DuoJobs in Kerala, India, is seeking a Relationship Manager to develop and maintain customer relationships, promote financial products and achieve sales targets. The role focuses on acquiring new customers, managing existing accounts, understanding financial needs, and providing suitable product information.

The ideal candidate should possess strong communication, negotiation and CRM skills, with a target-oriented approach to business development.

Qualifications

• Strong communication and negotiation skills with a customer focus.
• Experience in financial products and customer relationship management.
• Proven ability to develop new business and meet sales targets.

Responsibilities

• Develop and maintain relationships with existing and prospective customers.
• Identify new business opportunities and acquire customers for financial products.
• Promote chit fund schemes and explain features, benefits, terms and conditions.
• Generate leads through referrals, networking and outreach.
• Follow up with prospects and convert queries into business.
• Understand customer requirements and provide appropriate product information.
• Achieve assigned sales, customer acquisition and business targets.
• Maintain customer records, sales reports and follow-up details.
• Coordinate with internal teams to ensure smooth service and account management.

Skills

Relationship management

Sales targets

Customer outreach

Negotiation

Job description

Description

Industry: Financial Services / Chit Funds / Customer Relationship Management

Locations: Kozhikode, Idukki, Manjeri, Kannur, Thrissur, Palakkad, Ernakulam, Kerala, India

Job Type: Full-Time

Salary: Best in Industry + Performance-Linked Incentives

Benefits: Health Insurance, Provident Fund, and Other Allowances

Job Description

We are looking for a customer-focused Relationship Manager to develop and maintain customer relationships, promote financial products, generate business opportunities, and achieve sales targets. The candidate will be responsible for acquiring new customers, managing existing accounts, understanding financial requirements, and providing suitable product information.

The ideal candidate should have strong communication, negotiation, and customer relationship management skills, along with a target-oriented approach to business development.

Key Responsibilities

• Develop and maintain relationships with existing and prospective customers.


• Identify new business opportunities and acquire customers for financial products and services.


• Promote chit fund schemes and explain their features, benefits, terms, and conditions.


• Generate leads through referrals, networking, and customer outreach.


• Follow up with prospective customers and convert enquiries into business.


• Understand customer requirements and provide appropriate product information.


• Achieve assigned sales, customer acquisition, and business development targets.


• Maintain customer records, sales reports, and follow-up details.


• Provide timely assistance to customers and resolve service-related queries.


• Coordinate with internal teams to ensure smooth customer service and account management.