Relationship Manager
- JobStation Enterprise
- 1 Positions
- Ahmedabad
- 23 days ago
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Job Description
- The Business Development & Relationship Manager will be responsible for generating new business opportunities, managing relationships with existing clients, reviewing client portfolios periodically, and identifying suitable cross-sell opportunities based on client needs and financial goals. The role requires strong communication, consultative selling ability, and a client-first approach to support revenue growth and long-term retention.
- Generate new leads through networking, referrals, events, and relationship building.
- Generate new leads through digital marketing initiatives such as social media campaigns, email marketing, online promotions, content marketing, landing pages, and lead capture campaigns in coordination with the marketing team
- Meet prospective clients, understand their requirements, and convert qualified leads into business opportunities.
- Build and maintain strong relationships with existing clients to improve retention and satisfaction.
- Review existing client portfolios on a periodic basis to identify gaps, under-allocation, or new investment/service needs.
- Cross-sell and upsell relevant financial or business products to existing clients based on suitability and client needs.
- Coordinate with internal teams to ensure smooth onboarding, servicing, and execution for clients.
- Track client interactions, follow-ups, sales pipeline, and portfolio review activity through CRM or internal systems.
- Conduct in-person and online presentations/workshops for corporates and employees on financial awareness, investment basics, portfolio planning, and wealth creation to generate leads and build brand credibility.
- Achieve monthly and quarterly targets for lead generation, conversions, revenue, and cross-sell business.
- Stay updated on market trends, competitor offerings, and product knowledge to provide better client solutions.
- Strong communication and interpersonal skills.
- Lead generation and business development capability.
- Relationship management and client servicing orientation.
- Sales, negotiation, and closing skills.
- Ability to understand client portfolios and recommend relevant solutions.
- Working knowledge of CRM tools, Excel, and reporting systems.
- Bachelors degree in Business, Finance, Marketing, or related field.
- 1-5 years of experience in business development, relationship management, wealth management, banking, or financial product sales.
Role Overview:
Key Responsibilities:
Required Skills:
Preferred Background
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Relationship ManagerContact Details:
Company: JobStation EnterpriseLocation(s): Ahmedabad+ View Contact
Keyskills: lead generation negotiation sales relationship management business development interpersonal skills strong communication skills
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₹ 1 to 5 Yr
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