Relationship Manager

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). Qualification : - 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. HR Pavithra Ri8 Solutions (ref:updazz.com)