Relationship Manager

Job Description

Relationship Manager – Investment Management Company
About the Role:
We are looking for a proactive and customer-focused Relationship Manager to join our investment management team. The role involves building strong client relationships and promoting financial products to meet customer needs.
Key Responsibilities:
• Market and sell financial products including health insurance, life insurance, and mutual funds
• Identify and approach prospective customers through self-generated leads
• Build and maintain long-term relationships with clients
• Understand customer financial goals and recommend suitable investment solutions
• Conduct field visits to meet clients and close sales opportunities
Requirements:
• Strong communication and interpersonal skills
• Sales-driven mindset with the ability to generate leads independently
• Basic understanding of financial products such as insurance and mutual funds
• Willingness to travel for field work
• Prior experience in sales or financial services is a plus
What We Offer:
• Opportunity to grow in the financial services industry
• Performance-based incentives
• Dynamic and supportive work environment
How to Apply:
Interested candidates can share their updated resume to apply for this role.