Relationship Manager-Salary2Wealth- Delhi/NCR

Mintskill HR Solutions LLP; Delhi; On-site; Full time

Job summary

A leading HR solutions company based in Delhi is seeking a Relationship Manager to manage existing Corporate Salary clients. The role involves cross-selling financial products and providing exceptional service to clients. Ideal candidates must possess strong relationship management skills and knowledge of equity markets. The position requires regular interaction with corporate clients and maintaining accurate records in the CRM system. This is a valuable opportunity for professionals interested in a dynamic environment.

Qualifications

• Strong background in Cross Selling.
• Excellent interpersonal and Relationship Management skills.
• Presentable demeanor for corporate interactions.
• Basic knowledge of the equity market.

Responsibilities

• Manage existing mapped customers of Corporate Salary.
• Cross-sell various financial products to clients.
• Be the primary contact for service-related needs.
• Enhance relationship value and service holding.
• Connect with customers quarterly.
• Update client interactions in CRM.

Skills

Cross Selling

Relationship Management

Interpersonal Skills

Knowledge of Equity Market

Job description

Delhi, NCR, India | Posted on 03/29/2025

Job Profile: Relationship Manager-Salary2Wealth

Grade: Deputy Manager

Job Role:

• Managing set of existing mapped customers of Corporate Salary.
  
• Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.
  
• One point contact for all service related requirements for the customers and corporate mapped.
  
• Increase in Relationship Value, Group Product Holding and Group Service Holding of the book
  
• Connecting with mapped book customer once in quarter.
  
• Updating client interaction in system like CRM Next.
  

Requirements

Job Requirement:

• Strong back ground on Cross Selling
  
• Good inter personal skills & Relationship Management skills
  
• Presentable as RMs will be interacting with Mid to High-level corporate employee.
  
• Having some knowledge of the equity market.