Relationship Manager
About the role
Role Summary
Responsible for generating leads, cross-selling financial products (Fixed Income Products and Mutual Funds), and scheduling appointments for Relationship Managers. Responsible for outbound calling, driving target-oriented partner acquisition, and maintaining a healthy sales pipeline.
Key Responsibilities
Business Acquisition & Portfolio Growth: Make outbound cold calls to prospective IFAs and Freelancers to promote investment and financial services products launched by Werize.
Cross-sell diverse financial variants such as Debt, Equities, and Mutual Funds.
Customer Relationship Management: Manage and reactivate existing partner networks, assist in ongoing client servicing, and qualify prospective clients' financial interests.
Appointment Scheduling: Successfully identify prospective high-value leads and schedule structured appointments for the sales and wealth management teams.
Compliance & Operations: Maintain meticulous daily call logs, track the end-to-end sales pipeline, and ensure 100% accurate data logging of client feedback within CRM software.
Drive digital onboarding compliance for the Werize platform.
Required Skills
Experience: 6 months to 3 years of proven experience in telesales, telemarketing, or general sales (ideally within the financial or broking sector).
Skills: Strong sales acumen, exceptional convincing skills, outbound calling resilience, and a target-driven mindset.
Knowledge: Basic understanding of financial markets, stock markets, Fixed Income, Mutual Funds, and diverse financial products.
Qualification: Graduate in any discipline (B.Com, BBA, etc.), though exceptions apply based on relevant sales experience. Fluency in English plus relevant regional languages is required.
Tools: Proficiency in CRM software and pipeline tracking tools.
Pay: ₹500,000.00 - ₹600,000.00 per year
Benefits:
Health insurance
Provident Fund
Work Location: In person
Questions about this role
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