Relationship Manager - Direct Sales

We are seeking a motivated and results-driven Relationship Manager - Direct Sales to join our team in the financial services sector. The ideal candidate will be responsible for acquiring customers for demat accounts and selling third-party products such as insurance, mutual funds, SIPs, and loans. This role requires engaging with prospective customers to promote our wealth products and leveraging marketing campaigns to build a robust prospecting funnel.

• Key Responsibilities:
• 1. Acquire customers for demat accounts from the market, ensuring a steady growth in client base.
• 2. Actively sell third-party financial products including insurance, mutual funds, SIPs, and loans to meet sales targets.
• 3. Engage with prospective customers to understand their financial needs and recommend suitable wealth products.
• 4. Utilize marketing campaigns effectively to build and maintain a strong prospecting funnel.
• Required Skills:

• A good understanding of financial markets and products.
• Minimum of 1 year of experience in direct sales within the BFSI industry, including banks, fintechs, broking, or insurance sectors.
• Strong customer acquisition skills and the ability to engage effectively with clients.
• Excellent communication skills to articulate product benefits and build relationships with customers.

This position is based in Kochi and Trivandrum, and offers a competitive salary package along with incentives. If you are passionate about sales and have a keen interest in financial services, we encourage you to apply and join our dynamic team.