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 - aliya.thaha@
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 - aliya.thaha@