Relationship Manager

Invesmate Group; Kolkata District; On-site; INR 350,000 - 550,000; Full time

Job summary

INVESMATE Group in Kolkata is seeking a passionate Relationship Manager for North Wealth to build strong client relationships and help customers make informed financial decisions. You will connect with qualified leads, present financial solutions, and drive long-term client value in a performance-driven environment.

Responsibilities include converting leads into customers, understanding client requirements, explaining financial products, and maintaining accurate sales records.

Qualifications

• Minimum 1 year of experience in Tele Sales, Direct Sales, or B2C Sales.
• Stock Market knowledge is mandatory.
• Experience in Insurance, Financial Services, or Banking will be preferred.
• Good persuasion, negotiation, and relationship-building skills.
• Ability to convert leads and achieve sales targets.
• Self-motivated, confident, and comfortable working in a target-driven environment.

Responsibilities

• Connect with company-generated leads and understand customer requirements.
• Explain INVESMATE’s financial products, research services, and investment solutions.
• Convert qualified leads into customers through effective sales conversations.
• Build and maintain long-term client relationships through regular follow-ups.
• Handle customer queries and provide a smooth customer experience.
• Maintain accurate lead updates and sales records.
• Achieve monthly conversion targets and contribute to business growth.

Skills

Sales skills

Stock Market knowledge

Customer handling

Persuasion

Negotiation

Relationship building

Job description

At INVESMATE Group , we are looking for a passionate and target-driven Relationship Manager for North Wealth who can build strong client relationships and help customers make informed financial decisions.

As a part of our Sales Team, you will connect with qualified leads, understand customer needs, present financial solutions, and build long-term relationships in a performance-driven environment.

Requirements

We are looking for professionals with strong sales skills and customer-handling abilities.

Minimum 1 year of experience in Tele Sales, Direct Sales, or B2C Sales.

Stock Market knowledge is mandatory.

Experience in Insurance, Financial Services, or Banking will be preferred.

Good persuasion, negotiation, and relationship-building skills.

Ability to convert leads and achieve sales targets.

Self-motivated, confident, and comfortable working in a target-driven environment.

Responsibilities

Your key responsibilities will include:

Connect with company-generated leads and understand customer requirements.

Explain INVESMATE’s financial products, research services, and investment solutions.

Convert qualified leads into customers through effective sales conversations.

Build and maintain long-term client relationships through regular follow-ups.

Handle customer queries and provide a smooth customer experience.

Maintain accurate lead updates and sales records.

Achieve monthly conversion targets and contribute to business growth.

• Role: Relationship Manager – North Wealth
• Experience Required: 1+ Years
• Location: Dunlop, Kolkata

Join INVESMATE Group and grow your career with a trusted financial platform, continuous learning opportunities, and guidance from experienced professionals in the financial and education sector.