Job Title: Relationship Manager
Location: Madurai
Job Openings: 5
Experience: 1 – 4 Years
Salary: Rs.3 LPA – Rs.6 LPA (Based on Experience \+ Incentives)
Industry: BFSI (Broking \& Insurance Domain)
Roles \& Responsibilities
Handle customer portfolios and recommend appropriate bond and stock investment
opportunities.
Generate sales by convincing clients to choose the right investment products based on their financial goals.
Maintain and strengthen relationships with existing clients through regular engagement and service support.
Conduct financial need analysis to offer personalized solutions.
Ensure compliance with regulatory guidelines during all customer interactions.
Achieve monthly business targets and contribute to overall team performance.
Maintain proper follow\-ups, documentation, and update client information in CRM systems.
Preferred Skills \& Requirements
Job Types: Full\-time, Permanent
Pay: ₹25,000\.00 \- ₹60,000\.00 per month
Work Location: In person