We are seeking a highly motivated and skilled Relationship Manager to join our sales team. As a Relationship Manager, you will be responsible for making outbound calls to potential customers to promote and sell our products or services You will need to have excellent communication skills, a persuasive personality, and a positive attitude to succeed in this role. The ideal candidate should have experience in telesales, be able to work in a fast-paced environment, and be comfortable with making cold calls.

Key Responsibilities :

- Develop and maintain strong relationships with clients to understand their needs and provide personalized financial advice and solutions.

- Effective cold calling and relationship building can help a retail manager generate their own leads and build new connections.

- Ensure that a maximum number of appointments should be made for a month.

- Ensure quality of appointments provided to the sales.

- Manage a portfolio of clients and provide ongoing support and advice to help them achieve their financial goals.

- Proactively seek out new business opportunities and generate new leads to expand the client base.

- Maintain up-to-date knowledge of financial products, services, and market trends to provide the best advice and recommendations to clients.

- Conduct regular performance reviews and provide updates to clients on their portfolio performance and investment strategy.

- Ensure compliance with industry regulations and company policies and procedures Actively looking for possibilities to upsell and cross-sell to existing customers.

- Obtaining referrals from the current clientele to widen the sales pipeline.

- Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.

- Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to provide expert advice.

- The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST (Customer Service Team).

- Completion of any PG/UG/Any Specialization

- Experience of 1- 10 yrs in sales sector.

- Excellent leadership and communication skills.

- Having knowledge of Excel is essential for this position.

- Proven track record of achieving targets and growing revenue.

- Strong knowledge of financial planning and investment strategies.

- Ability to motivate and inspire team members to achieve their goals.

- Good command of oral and written English and the ability to converse freely and build rapport.

- Experience in Sales process - end to end is a plus.