Relationship Manager & Sales manager & Branch manager

gHRig People Solutions; Delhi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

gHRig People Solutions is seeking a Relationship Manager to build and nurture long-term client relationships and provide tailored financial solutions. The role requires proactive communication, sales acumen, and deep knowledge of financial products.

The person will collaborate with product specialists and operations to ensure seamless service delivery, maintain client records, and stay updated on industry developments. Strong focus on client satisfaction and business growth.

Qualifications

• Strong relationship-building abilities and client focus.
• Experience in financial services and wealth management is a plus.
• Excellent communication and negotiation skills.

Responsibilities

• Develop and maintain strong, trust-based relationships with a designated portfolio of clients, acting as their primary point of contact.
• Proactively engage with clients to understand their financial goals and needs through regular meetings.
• Identify opportunities for cross-selling and up-selling relevant financial products and services to meet client objectives.
• Prepare and present comprehensive financial proposals and solutions to clients, articulating benefits and risks.

Skills

Relationship management

Sales

Financial products knowledge

Communication skills

Client servicing

Tools

CRM software

Job description

Job Summary

We are seeking a highly motivated and experienced Relationship Manager to join our dynamic team. The Relationship Manager will be responsible for building and nurturing strong, long-lasting relationships with a portfolio of clients, understanding their needs, and providing tailored financial solutions. This role requires a proactive individual with excellent communication skills, a strong sales acumen, and a deep understanding of financial products and services. The ideal candidate will be dedicated to client satisfaction and business growth.

Key Responsibilities

• Develop and maintain strong, trust-based relationships with a designated portfolio of clients, acting as their primary point of contact.
• Proactively engage with clients to understand their financial goals, challenges, and evolving needs through regular meetings and communication.
• Identify opportunities for cross-selling and up-selling relevant financial products and services (e.g., investments, loans, insurance, wealth management) to meet client objectives.
• Prepare and present comprehensive financial proposals and solutions to clients, clearly articulating benefits and risks.
• Achieve individual and team sales targets and revenue objectives through effective client management and new business development.
• Monitor client portfolios and market trends to provide timely advice and adjust strategies as needed.
• Collaborate closely with internal product specialists, credit teams, and operations to ensure seamless service delivery and client satisfaction.
• Resolve client inquiries, issues, and complaints efficiently and effectively, escalating when necessary.
• Maintain accurate and up-to-date client records and activity logs in the CRM system.
• Stay informed about industry developments, competitor activities, and regulatory changes.
• Prepare regular reports on client activity, portfolio performance, and sales progress for management review.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.