Walk-in | Advisory Relationship Manager

Moneypulse Harvest private Ltd; Chennai District; On-site; INR 300,000 - 420,000; Full time

Benefits offered by this job

Attractive salary + incentives

Career growth opportunities

Training and professional development

Supportive work environment

Job summary

Moneypulse Harvest private Ltd is seeking a dynamic sales professional to manage client relationships and drive growth in financial product offerings. You will understand client needs, provide suitable guidance, and expand the client base through active lead generation and diligent follow-up.

Role emphasizes strong communication, market knowledge, and a customer-focused approach to meet sales targets while ensuring compliance with company policies. Training and incentives are part of the package.

Qualifications

• Good communication and client handling skills.
• Knowledge of financial products and markets.
• Sales and relationship management experience.
• Target-oriented and customer-focused.

Responsibilities

• Build and maintain strong client relationships.
• Understand client financial needs and provide suitable guidance.
• Generate new leads and acquire clients.
• Explain financial products and investment services.
• Follow up with clients and resolve their queries.
• Achieve assigned sales and revenue targets.
• Maintain client records and CRM updates.
• Ensure compliance with company policies.

Skills

Communication skills

Client handling

Sales experience

Target oriented

Job description

Role & responsibilities

• Build and maintain strong client relationships.
• Understand client financial needs and provide suitable guidance.
• Generate new leads and acquire clients.
• Explain financial products and investment services.
• Follow up with clients and resolve their queries.
• Achieve assigned sales and revenue targets.
• Maintain client records and CRM updates.
• Ensure compliance with company policies.

Preferred candidate profile

• Good communication and client handling skills.
• Knowledge of financial products and markets.
• Sales and relationship management experience.
• Target-oriented and customer-focused.

Perks and benefits

• Attractive salary + performance incentives.
• Career growth opportunities.
• Training and professional development.
• Supportive work environment.