Relationship Manager

Credicus Business Services; Kolkata District; On-site; INR 167,400 - 279,000; Full time

Benefits offered by this job

PF and Insurance coverage

Fixed salary with attractive incentves

Job summary

Credicus Business Services in India is seeking a sales-oriented professional to acquire new clients from the open market and cross-sell a range of investment products including SIPs, Mutual Funds, Insurance, and Equity. The role focuses on driving revenue from sourced accounts and achieving set monthly and quarterly targets.

Strong communication and relationship-building skills are essential. The ideal candidate has at least 6 months in sales within CASA, Insurance, Dmat, SIPs, or Mutual Funds,

Qualifications

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Proven ability to engage clients and build lasting relationships.
• Good knowledge of broking and operations within the financial services industry.

Responsibilities

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell third-party investment products including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue from all products within sourced accounts and ensure business growth.
• Meet monthly and quarterly sales targets through effective client management and cross-selling.

Skills

Strong communication

Relationship building

Cross-selling

Client management

Job description

Job description

Role & Responsibilities:

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
• Achieve a target of 5 SIPs per month, each of Rs. 2000.
• Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
• Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

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 and operations within the financial services industry.
• Prior experience in the broking industry is a plus.

Perks and Benefits:

• PF and Insurance coverage
• Fixed salary with attractive performance-based incentives

Interview Process:

• HR Round
• Sales Manager Round