Relationship Manager

Aionion Investment Services; Madurai District, Chennai District, Coimbatore District; On-site; INR 300,000 - 520,000; Full time

Benefits offered by this job

Competitive salary with attractive INc

Fast career growth into Relationship</

Training support on financial products

Job summary

Aionion Investment Services in Madurai, Tamil Nadu, is seeking a target-driven Relationship Manager to guide clients through investment options and build lasting relationships.

You will onboard Demat accounts, assist trades, and promote products such as Mutual Funds (SIP), General Insurance, and equity/bond investments, while maintaining CRM records, meeting monthly targets, and delivering superior service to drive portfolio growth.

Qualifications

• Strong knowledge of Insurance Sales, Mutual Funds, and equity/bond investments.
• Experience in Demat account opening and capital market operations.
• Excellent communication, convincing and customer service skills.
• Ability to convert leads into business and meet sales targets.
• Basic market knowledge and interest in finance and stock market.
• NISM Certification preferred or willingness to obtain after joining.

Responsibilities

• Handle customer portfolios and recommend bond and stock investments.
• Generate sales by convincing clients to choose suitable investment products.
• Maintain relationships with existing clients through engagement and service.
• Provide broking services such as opening Demat & Trading Accounts and assisting trades.
• Conduct financial need analysis and offer personalized solutions.
• Promote cross-selling across Mutual Funds (SIP), General Insurance, and bonds/equity.
• Ensure compliance with regulatory guidelines during interactions.
• Achieve monthly targets and contribute to team performance.
• Maintain follow-ups, documentation, and update client information in CRM.

Skills

Product knowledge

Sales skills

Communication

Customer service

Lead conversion

Finance interest

Education

Any Graduate / Post Graduate (Finance preferred)

Tools

CRM software

Job description

Roles & Responsibilities

Handle customer portfolios and recommend appropriate bond and stock investment opportunities.

Generate sales by convincing clients to choose the right investment products based on their financial goals.

Maintain and strengthen relationships with existing clients through regular engagement and service support.

Provide complete broking services such as:

• Opening Demat & Trading Accounts
• Assisting customers in executing trades

Conduct financial need analysis to offer personalized solutions.

Promote cross-selling across multiple financial products, including:

• Mutual Funds (SIP)
• General Insurance Products
• Bonds and Equity-Based Investments

Ensure compliance with regulatory guidelines during all customer interactions.

Achieve monthly business targets and contribute to overall team performance.

Maintain proper follow-ups, documentation, and update client information in CRM systems.

Preferred Skills & Requirements

Strong product knowledge in Insurance Sales, Mutual Fund Sales, Equity/Bond Investments

Experience in Demat Account Opening and capital market operations

Excellent communication, convincing, and customer service skills

Ability to convert leads into business and meet sales targets

Basic market knowledge and interest in finance & stock market

NISM Certification preferred (or willing to complete after joining)

Educational Qualification

Any Graduate / Post Graduate (Finance preferred)

Benefits

Competitive salary with attractive incentives

Fast career growth into Relationship Manager roles

Training support on financial products and regulatory certifications