2 - 31 years

2 - 5 Lacs

Posted:3 weeks ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager – Sales & Operations (Mutual Fund, Insurance & Financial Products) Key Responsibilities: Sales & Client Advisory: Promote and sell financial products like Mutual Funds, SIPs, Health Insurance, Life Insurance, etc. Educate clients on product suitability based on their risk profile, needs, and goals. Develop and maintain strong client relationships through regular follow-ups and reviews. Achieve sales targets and assist in building the client base. Client Support & Back-End Coordination: Handle documentation, application form submissions, and client KYC. Assist in back-end coordination with AMCs, Insurance companies, and other platforms. Maintain client records and ensure smooth processing of transactions. Generate reports, MIS, and support client queries through calls/emails. Marketing & Lead Generation :Assist in executing campaigns and activities to generate leads and promote services. Manage WhatsApp/email communications for product updates and offers.

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