As a Relationship Manager at Richmee, your role involves client acquisition, promoting financial services, and nurturing strong client relationships. You will achieve this through regular follow-ups and providing onboarding support to clients. Your responsibilities will include:
Building and maintaining strong relationships with new and existing clients
Identifying client financial needs and recommending suitable investment/insurance products
Achieving monthly sales targets through lead follow-ups and client meetings
Guiding clients through onboarding, documentation, and service queries
Coordinating with advisory and internal teams for smooth client servicing
To excel in this role, you should possess the following required skills:
Understanding of financial products such as Mutual Funds, Insurance, and Stock Market
Being goal-oriented, persuasive, and comfortable with field/telephonic sales
Ability to build trust and foster long-term client relationships
Good organizational and follow-up skills
Freshers with strong communication skills are encouraged to apply for this position. A graduate degree is preferred for this role. Richmee is located at 1st floor, Amey Empire, Richmee, 1st Ln, Rajarampuri, Kolhapur, Maharashtra 416008. For further inquiries, you may contact HR Manager, Ms. Alfaj Shaikh at hrrichmee@gmail.com or 7058956006. Please note that this is a full-time, permanent position suitable for fresher candidates. The salary range for this role is between 8,000.00 to 15,000.00 per month. The work location is in person. As a Relationship Manager at Richmee, your role involves client acquisition, promoting financial services, and nurturing strong client relationships. You will achieve this through regular follow-ups and providing onboarding support to clients. Your responsibilities will include:
Building and maintaining strong relationships with new and existing clients
Identifying client financial needs and recommending suitable investment/insurance products
Achieving monthly sales targets through lead follow-ups and client meetings
Guiding clients through onboarding, documentation, and service queries
Coordinating with advisory and internal teams for smooth client servicing
To excel in this role, you should possess the following required skills:
Understanding of financial products such as Mutual Funds, Insurance, and Stock Market
Being goal-oriented, persuasive, and comfortable with field/telephonic sales
Ability to build trust and foster long-term client relationships
Good organizational and follow-up skills
Freshers with strong communication skills are encouraged to apply for this position. A graduate degree is preferred for this role. Richmee is located at 1st floor, Amey Empire, Richmee, 1st Ln, Rajarampuri, Kolhapur, Maharashtra 416008. For further inquiries, you may contact HR Manager, Ms. Alfaj Shaikh at hrrichmee@gmail.com or 7058956006. Please note that this is a full-time, permanent position suitable for fresher candidates. The salary range for this role is between 8,000.00 to 15,000.00 per month. The work location is in person.