Sales RM

Its Your benefit; Dehradun; On-site; INR 500,000 - 800,000; Full time

Job summary

it’s Your Benefit seeks an experienced Relationship Manager to grow our financial products and wealth management distribution. You will engage with banks, insurers and asset providers, generating leads and closing opportunities while meeting monthly targets.

Ideal candidates possess 3+ years in financial sales, strong communication and relationship skills, and a network that includes HNIs. This is a full-time, on-site role in Dehradun with competitive fixed pay plus incentives.

Qualifications

• 3+ years of experience in banking, wealth management, insurance, mutual funds, broking or financial-product sales.
• Strong communication, negotiation and relationship-management skills.
• Comfortable with cold calling, field meetings and target-oriented sales.
• Ability to independently generate leads and close business.

Responsibilities

• Generate new business through cold calls, references, networking and corporate outreach.
• Fix meetings with HNI clients, professionals, business owners and NRIs.
• Understand clients’ financial goals and coordinate suitable investment, insurance and financial solutions.
• Manage relationships with banks, AMCs, insurance companies, PMS/AIF providers and other financial institutions.
• Follow up with prospects and convert leads into long-term client relationships.
• Service existing clients, conduct portfolio follow-ups and identify additional business opportunities.
• Maintain proper lead records, sales updates and follow-up schedules.
• Achieve monthly targets while maintaining professional conduct and regulatory compliance.

Skills

Communication

Negotiation

Relationship management

Lead generation

Cold calling

Networking

Sales

Regulatory compliance

Education

AMFI/NISM/IRDA certification

Job description

it’s Your Benefit is looking for an experienced and result-oriented Relationship Manager to grow our financial products distribution and wealth management business.

The candidate should have experience in banking, insurance, mutual funds, broking, wealth management or other financial services. The role requires strong relationship-building skills, confident cold calling and the ability to generate and convert quality leads.

Key Responsibilities:

• Generate new business through cold calls, references, networking and corporate outreach
• Fix meetings with HNI clients, professionals, business owners and NRIs
• Understand clients’ financial goals and coordinate suitable investment, insurance and financial solutions
• Manage relationships with banks, AMCs, insurance companies, PMS/AIF providers and other financial institutions
• Follow up with prospects and convert leads into long-term client relationships
• Service existing clients, conduct portfolio follow-ups and identify additional business opportunities
• Maintain proper lead records, sales updates and follow-up schedules
• Achieve monthly targets while maintaining professional conduct and regulatory compliance

Candidate Requirements:

• Minimum 3 years of experience in banking, wealth management, insurance, mutual funds, broking or financial-product sales
• Strong communication, negotiation and relationship-management skills
• Comfortable with cold calling, field meetings and target-oriented sales
• Ability to independently generate leads and close business
• Good understanding of investment and insurance products
• Existing professional network will be an advantage
• AMFI, NISM or IRDA certification is preferred
• Proficiency in Hindi and English
• Must be available for a full-time, on-site role in Dehradun

Compensation: Competitive fixed salary plus attractive performance-based incentives.