Relationship Mananger

JITO; Indore District; On-site; INR 450,000 - 900,000; Full time

Job summary

Jitojobs in Indore seeks a mid-level Relationship Manager (Sales) to drive client acquisition and promote financial products. You will open Demat and Trading accounts, meet monthly targets, and deliver excellent service to new and existing clients.

The role emphasizes building lasting client relationships, maintaining CRM records, and ensuring compliance with company policies and regulations while cross-selling suitable investment solutions.

Responsibilities

• Generate new business through client acquisition.
• Achieve monthly sales and revenue targets.
• Open Demat and Trading accounts.
• Sell financial products and investment solutions.
• Build and maintain strong client relationships.
• Follow up on leads and convert prospects into customers.
• Cross-sell and upsell company products.
• Ensure high customer satisfaction and retention.
• Maintain accurate sales records and CRM updates.
• Adhere to company policies and regulatory guidelines.

Job description

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: MidLevel

Travel Requirements:

Skills:

The Relationship Manager (Sales) is responsible for acquiring new clients, promoting financial and investment products, and building long-term customer relationships. The role focuses on achieving sales targets, opening Demat and Trading Accounts, providing excellent customer service, and ensuring compliance with company policies and industry regulations.

Responsibilities

• Generate new business through client acquisition.
• Achieve monthly sales and revenue targets.
• Open Demat and Trading accounts.
• Sell financial products and investment solutions.
• Build and maintain strong client relationships.
• Follow up on leads and convert prospects into customers.
• Cross-sell and upsell company products.
• Ensure high customer satisfaction and retention.
• Maintain accurate sales records and CRM updates.
• Adhere to company policies and regulatory guidelin