Job Title: Relationship Manager - Sales

Company: Rising Advisory Services Private Limited

Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi

Employment Type: Full-Time | Permanent

Industry: Financial Services | Fintech

Key Responsibilities:

• Acquire and onboard new clients by understanding their tax and financial needs.
• Maintain strong client relationships through regular engagement and proactive financial advisory.
• Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
• Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
• Achieve assigned sales and revenue targets consistently.
• Manage client retention strategies to minimize attrition.
• Provide prompt and effective customer service, resolving queries/issues.
• Ensure full compliance with KYC and other regulatory policies.
• Stay updated on financial products, tax laws, and market trends.

Desired Skills:

• Excellent communication and listening skills.
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• Strong sales acumen with a proven track record in financial services.
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• Basic understanding of financial statements, credit analysis, and loan structuring.
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• Strong negotiation and closing abilities.
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• Customer service oriented with resilience and persistence.

Requirements:

Minimum 2 to 4years of experience as a Relationship Manager in banking/financial services.

Proven history of meeting and exceeding sales targets.

Knowledge of CRM systems and telephony tools.

Deep understanding of banking products, investments, insurance, and financial planning.

Key Skills:

Client Acquisition & Retention

Financial Advisory & Portfolio Management

Negotiation & Deal Closing

Risk & Compliance Management

Cross-Selling & Upselling

Working Days & Hours:

Monday to Friday: 9:30 AM to 6:30 PM

Saturday: 9:30 AM to 4:00pm

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interested candidates can apply for -9289779404