Relationship Manager Sales

1 - 5 Years
Mumbai, Pune

Job Description

Dear Candidate,

We have urgent opening for Relationship Manager Sales for Religare


As part of this role you are responsible for acquiring customers, identifying customer needs,
assessing their risk appetite and providing them investment solutions through financial planning.

ï‚· Job Description :
o Responsible for New HNI Client Acquisition of trading accounts.
o Acquisition of De-mat / Trading account from open market and leads.
o Achieving minimum margin amount target and monthly target.
o Conduct lead generation activities for sales penetration.
o Meeting clients and pitching cross sales & wealth products.
o Wealth products include Life insurance, Health insurance & Motor Insurance, Mutual
Funds,PMS etc.
o Generate Equity Business and maintain strong client relationship.
o Tapping New Business Avenues and maintaining their Portfolio.
Job Specification:
 Good communication (verbal and written) skills 
 Ability to speak in local language and English
 Strong marketing, selling and negotiation skills
 Minimum 1 year of experience in BFSI / NBFC industry
 Understanding of local market and client base
 Should have basic computer knowledge of using email, Microsoft office and etc.
 Graduate from recognized university or college

Interview Process:
 HR Interview
 Business Interview
 Candidate coming for interview must carry following documents on the day of interview
(photocopies only)
 Last 3 months salary, Copy of Appointment letter or latest revision letter and Graduation
certificate/ final mark sheet.

For further details and queries please contact on the given number:-

Diksha Agarwal

Salary: INR 1,00,000 - 4,00,000 P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Please refer to the Job description above

Company Profile


Autogram was started by IIT Kharagpur and IIM Ahmedabad alumni in 2017. It is an HR Technology platform that helps JOB-SEEKERS in CV Building, Video Resume, Mock Interviews, and Placements by providing them with the right opportunities.
View Contact Details+

Recruiter Name:DEVANK MISHRA

Contact Company:Autogram


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