Senior Relationship Manager - Ghansoli, Navi Mumbai, Maharashtra
12 hours ago
Job description
We are looking for a performance-driven Sr. Relationship Manager to lead client acquisition, retention, and revenue growth for our SEBI Registered Research Firm. The role involves converting leads into paying clients, driving repeat business through strong relationship management, and ensuring high renewal rates. The candidate will also manage and guide junior team members, monitor their performance, and support them in achieving targets. A strong focus on compliance, ethical selling, and consistent reporting is mandatory.
Key Responsibilities:
- Manage and guide a team of junior relationship executives, monitor their performance, and support them in achieving target
- on repeat business by engaging existing clients, upselling suitable services, and ensuring renewal of subscriptions.
- Respond to client inquiries and explain our research services clearly and confidently.
- Build and maintain strong relationships with clients for long-term engagement and retention
- Convert qualified leads into paid clients through effective communication and follow-ups
- Handle client objections, concerns, and provide proper after-sales support.
- Maintain daily worksheets, CRM records, lead trackers, and client enrollment data accurately.
- Regularly follow up with interested prospects to maximize conversion rates.
- Achieve assigned daily, weekly, and monthly sales targets
- Prepare and submit daily and weekly sales reports to management.
- Ensure all communication and sales activities comply with SEBI guidelines and company policies.
Required Candidate Profile:
- 4–10 years of experience in financial sales and broking (Preferred).
- Graduate in any stream (Finance preferred)
- Target-oriented, disciplined, and result-driven with excellent communication skills
- Basic understanding of stock markets, mutual funds and investment strategies.
- Familiarity with SEBI and AMFI regulations is a plus.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint).
Job Types: Full-time, Permanent
Pay: ₹400, ₹600,000.00 per year
Work Location: In person
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