Urgent Opening- Relationship Manager/ Sr Manager- Wealth Management

Relationship Manager / Senior Relationship Manager

Location: Coimbatore

Experience: 2-6 Years

Package - 3 - 8 LPA

Job Description

We are looking for dynamic and result-oriented Relationship Managers and Senior

Relationship Managers to drive sales and client acquisition for our financial products

portfolio.

Key Responsibilities

Acquire new customers through direct sales and relationship-based selling.

Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.

Build and maintain strong relationships with clients to ensure long-term

engagement.

Understand customer financial needs and recommend suitable investment and

protection solutions.

Achieve assigned sales and revenue targets.

Generate leads through referrals, networking, and market activities.

Ensure high levels of customer satisfaction and service.

Required Skills

Insurance Sales

Mutual Fund Sales

Direct Sales

Relationship Management

Business Development

Client Acquisition

Eligibility

2-10 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,

or Financial Services.

Strong communication, sales, and relationship-building skills.

Target-driven mindset with a proven track record in sales.

Products

Insurance

Mutual Funds

Fixed Deposits (FDs)

Bonds

Preference: Candidates currently based in Coimbatore will be preferred.

Interested candidates can apply directly or share their updated resume.

Email -

Relationship Manager / Senior Relationship Manager

Location: Chennai

Experience: 2-10 Years

Package - 3 - 8 LPA

Job Description

We are looking for dynamic and result-oriented Relationship Managers and Senior

Relationship Managers to drive sales and client acquisition for our financial products

portfolio.

Key Responsibilities

Acquire new customers through direct sales and relationship-based selling.

Promote and sell Insurance, Mutual Funds, Fixed Deposits (FDs), and Bonds.

Build and maintain strong relationships with clients to ensure long-term

engagement.

Understand customer financial needs and recommend suitable investment and

protection solutions.

Achieve assigned sales and revenue targets.

Generate leads through referrals, networking, and market activities.

Ensure high levels of customer satisfaction and service.

Required Skills

Insurance Sales

Mutual Fund Sales

Direct Sales

Relationship Management

Business Development

Client Acquisition

Eligibility

2-6 years of experience in BFSI, Wealth Management, Insurance, Mutual Funds,

or Financial Services.

Strong communication, sales, and relationship-building skills.

Target-driven mindset with a proven track record in sales.

Products

Insurance

Mutual Funds

Fixed Deposits (FDs)

Bonds

Preference: Candidates currently based in Chennai will be preferred.

Interested candidates can apply directly or share their updated resume.

Email -