Relationship Manager
Published date: 2026/11/09
- Location: India
About:
Be a part of an Investment Products Distribution Company. We are seeking a highly motivated and results-driven sales Representative to join our Investment Distribution firm. In this role, you will be responsible for identifying and establishing relationships with potential customers with a focus on driving revenue growth and increasing market share.
Job Responsibilities for Sales Relationship Manager:
• Knowledge of equity markets/Derivatives/mutual funds & portfolio management services/Insurance products
• Communicate and assist customers so they can take an informed investment decision
• Suggest applicable and relevant upsells to help customers for achieving their end goals
• Willing to take sales target
• Meet weekly, monthly and quarterly sales quotas
• Learn how products work and how to troubleshoot issues with customers
• Prepare and submit weekly sales reports to management
• Assist other team members with transactions when necessary
• Knowledge of acquiring clients from social media channels
Be a part of an Investment Products Distribution Company. We are seeking a highly motivated and results-driven sales Representative to join our Investment Distribution firm. In this role, you will be responsible for identifying and establishing relationships with potential customers with a focus on driving revenue growth and increasing market share.
Job Responsibilities for Sales Relationship Manager:
• Knowledge of equity markets/Derivatives/mutual funds & portfolio management services/Insurance products
• Communicate and assist customers so they can take an informed investment decision
• Suggest applicable and relevant upsells to help customers for achieving their end goals
• Willing to take sales target
• Meet weekly, monthly and quarterly sales quotas
• Learn how products work and how to troubleshoot issues with customers
• Prepare and submit weekly sales reports to management
• Assist other team members with transactions when necessary
• Knowledge of acquiring clients from social media channels
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