Retail Relationship Manager

Veerwal Getwork Services; Pune District; On-site; INR 300,000 - 600,000; Full time

Job summary

Veerwal Getwork Services is seeking a dynamic sales professional in Pune to drive revenue through investment product sales and client acquisition. You will identify client needs, promote a range of financial solutions, and expand the firm’s client base with a focus on long-term relationships.

The role requires 1+ year in investment product sales and a graduate degree, with knowledge of markets and investment products essential for success.

Qualifications

• 1+ year of experience in sales of investment products.
• Knowledge of Markets and Investment products.
• Strong communication and persuasion skills.

Responsibilities

• Achieve given revenue targets.
• Acquire new clients and build long-term client relationships.
• Drive Demat accounts, Insurance, IAP, SIP, Mutual Funds and other products.
• Identify client needs and recommend suitable financial solutions.

Skills

Sales experience

Client relationship management

Investment product knowledge

Education

Any Graduate/Post Graduate

Job description

Role & responsibilities

• Achieve given revenue targets
• Acquire new clients and build strong, long-term client relationships
• Drive Demat accounts, Insurance, IAP, SIP, Mutual Funds and other products
• Identify client needs and recommend suitable financial solutions

Qualifications & Experience

• Minimum 1+ year of experience in sales of investment products
• Education: Any Graduate/Post Graduate
• Knowledge of Markets & Investment products