Relationship Executive

Job highlights

• Petrol Allowance, Mobile Allowance, Internet Allowance, LaptopJob DescriptionRole OverviewWe are looking for a Relationship Executive who can build strong relationships with prospective and existing clients, understand their financial requirements and coordinate with our advisory/distribution team to provide suitable investment and insurance solutions.The ideal candidate should be confident, well-spoken, target-oriented and genuinely interested in building a career in financial services.Key ResponsibilitiesHandle leads and client enquiries received through digital and offline channels.Contact prospective clients and understand their financial goals and requirements.Schedule and coordinate client meetings and consultations.Explain basic concepts related to SIPs, Mutual Funds, Insurance and other financial products.Follow up with prospects and maintain an organised sales pipeline.Build and maintain long-term relationships with existing clients.Assist the senior team during client meeting

Role Overview We are looking for a Relationship Executive who can build strong relationships with prospective and existing clients, understand their financial requirements and coordinate with our advisory/distribution team to provide suitable investment and insurance solutions. The ideal candidate should be confident, well-spoken, target-oriented and genuinely interested in building a career in financial services. Key ResponsibilitiesHandle leads and client enquiries received through digital and offline channels. Contact prospective clients and understand their financial goals and requirements. Schedule and coordinate client meetings and consultations . Explain basic concepts related to SIPs, Mutual Funds, Insurance and other financial products . Follow up with prospects and maintain an organised sales pipeline. Build and maintain long-term relationships with existing clients. Assist the senior team during client meetings and financial discussions. Coordinate documentation, KYC, applications and transaction-related requirements. Maintain accurate client information and follow-up records in the CRM. Identify opportunities for additional investments or relevant financial solutions based on client requirements. Ensure regular follow-up and excellent customer service. Achieve assigned lead conversion, meeting and business targets . Follow company processes and applicable regulatory/compliance requirements Who We're Looking ForGraduate in any discipline. 0–3 years of experience in sales, relationship management, banking, insurance, mutual funds or financial services preferred. Excellent communication and interpersonal skills. Comfortable speaking with clients over phone and WhatsApp. Good follow-up and negotiation skills. Basic understanding of financial products is an advantage. Comfortable working with CRM, Excel/Google Sheets and digital communication tools. Positive attitude and willingness to learn. Strong focus on customer experience rather than aggressive selling. Key Performance Indicators Performance will be evaluated based on: Lead follow-up Client meetings scheduled Lead-to-meeting conversion Meeting-to-business conversion Client retention and service quality Revenue/business generation CRM discipline and follow-up quality What We OfferFixed salary + performance incentives Structured training on financial products Opportunity to build a career in financial services Exposure to Mutual Funds, Insurance and Investment Products Professional and growth-oriented work environment Opportunity to work directly with clients and senior managemen