Job Description
This role is for one of the Weekday's clients
Salary range: Rs Rs ie INR 2-4 LPA)
Min Experience: 1 years
Location: Mumbai
JobType: full-time
As a Relationship Manager, you will act as a trusted advisor to clients, understand their investment needs, and recommend suitable mutual fund solutions. You will play a key role in revenue generation, customer retention, and long-term relationship building.
Requirements
Key Responsibilities
Client Acquisition & Cold Calling
- Proactively generate leads through cold calling, referrals, and market outreach
- Identify potential clients and convert leads into active customers
- Build and maintain a strong sales pipeline to ensure consistent business growth
Sales & Target Management
- Achieve monthly, quarterly, and annual sales targets for mutual fund products
- Track daily sales activities and maintain accurate MIS and CRM updates
- Follow up consistently with prospects to move them through the sales fun...
Salary range: Rs Rs ie INR 2-4 LPA)
Min Experience: 1 years
Location: Mumbai
JobType: full-time
As a Relationship Manager, you will act as a trusted advisor to clients, understand their investment needs, and recommend suitable mutual fund solutions. You will play a key role in revenue generation, customer retention, and long-term relationship building.
Requirements
Key Responsibilities
Client Acquisition & Cold Calling
- Proactively generate leads through cold calling, referrals, and market outreach
- Identify potential clients and convert leads into active customers
- Build and maintain a strong sales pipeline to ensure consistent business growth
Sales & Target Management
- Achieve monthly, quarterly, and annual sales targets for mutual fund products
- Track daily sales activities and maintain accurate MIS and CRM updates
- Follow up consistently with prospects to move them through the sales fun...
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