Relationship Manger

Choice International; Muzaffarpur, Darbhanga, Vaishali; On-site; INR 300,000 - 600,000; Full time

Job summary

Choice International is seeking a proactive sales professional in Muzaffarpur, India to drive new client acquisition and expand revenues across a broad range of investment products. The role emphasizes building long-term client relationships and addressing financial needs with suitable solutions.

The ideal candidate should have graduation, strong product knowledge, and a background in broking would be advantageous.

Qualifications

• Graduation mandatory.
• Should have good product knowledge.
• Candidate from broking background will be an added advantage.

Responsibilities

• New client acquisition: identify and onboard new clients to expand the customer base.
• Cross-selling: promote and cross-sell third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services.
• Revenue generation: drive revenue growth by managing sourced accounts and maximizing income across product categories.
• Client engagement: conduct regular client meetings to understand financial needs and provide suitable investment solutions.

Skills

Client acquisition

Cross-selling

Revenue generation

Client engagement

Education

Graduation

Job description

Role & responsibilities:

• New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
• Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Choice.
• Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
• Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.

Preferred candidate profile:

• Graduation Mandatory
• Should have good product knowledge
• Candidate from Broking Background will be added advantage