About the Role
Job Title: Relationship Manager - Sales
Company: Rising Advisory Services Private Limited
Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi
Employment Type: Full-Time | Permanent
Industry: Financial Services | Fintech
Key Responsibilities:
- Acquire and onboard new clients by understanding their tax and financial needs.
- Maintain strong client relationships through regular engagement and proactive financial advisory.
- Conduct client needs analysis and tailor banking, tax, investment, and loan solutions.
- Cross-sell and upsell banking and financial products like loans, credit cards, insurance, and investments.
- Achieve assigned sales and revenue targets consistently.
- Manage client retention strategies to minimize attrition.
- Provide prompt and effective customer service, resolving queries/issues.
- Ensure full complian...
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