B2C Relationship Manager

About Company

The Employer is a platform in the financial services sector in India set up primarily with the mission of catering to the diverse credit requirements of under-served households and businesses.

As a leading player among India’s NBFCs, the Employer's business model is diversified across offerings, sectors, products, geographies, and borrower segments.
Its proprietary integrated technology system and its risk management framework enable it to offer a diversified product suite, efficiently at scale.

The Employer’s exposure is spread across 600 + districts throughout India.

Through its deep credit insights, and agile technology platform, the Employer offers suitable debt products that meet the requirements of borrowers and lenders in sectors like Microfinance, Vehicle Finance, and Mid-Market Corporates.

Job Description

Job description:

·         Acquisition of Existing & potential new customers.

·         Identify and acquire new HNI and affluent retail clients through various lead sources and networks.

·         Conduct in-depth financial needs analysis and onboard clients to appropriate wealth management products

·         Handhold & work closely with the stakeholders to ensure scale-up, retention & transactions while ensuring the addition of new clients through various initiatives.

·         Enable business, Product & Senior Management team with Key market & competition insights. 

·         Develop and implement the sales strategy in line with the company's objectives & work towards meeting them.

·         Keep abreast of financial market trends, competitor offerings, and regulatory changes.

·         Analyze sales metrics to determine business growth potential by cities and addition of Hub & spokes.

·         To organize events and activities for generating new leads of Eco-system Partners & IFA acquisition

Relationship Management:

·         Build and maintain long-term relationships with individual clients.

·         Act as a trusted advisor to clients, providing regular portfolio reviews and proactive financial advice.

·         Ensure high levels of client satisfaction and retention.


Sales & Revenue Generation:

·         Achieve monthly and quarterly sales targets for investment products (mutual funds, insurance, fixed income, etc.).

·         Upsell and cross-sell wealth products based on client profiles and needs.

Required Skills:

·         Strong sales and negotiation skills

·         Deep understanding of financial markets, investment products, and wealth management tools

·         Excellent verbal and written communication

·         Interpersonal and relationship-building abilities

·         Analytical and problem-solving mindset

·         Customer-centric approach with a consultative selling style

·         Proficiency in CRM tools and MS Office (Excel, PowerPoint, Outlook)

·         Ability to work under pressure and manage multiple client relationships effectively

·         Integrity, discretion, and sound judgment in handling confidential information

·         Time management and organizational skills

Desired Skills and Eligibility criteria:

·         General Management

·         Service and advisory background

·         Should be abreast about new market changes.

·         Product management and training

·         Maintaining P&L

·         Business development and Strategic Planning

·         2–5 years of experience in B2C sales, preferably in financial services or wealth management.

·         Strong knowledge of investment products, personal finance, and regulatory frameworks.

·         Excellent communication, interpersonal, and negotiation skills.

·         Goal-oriented and self-motivated with a strong sense of accountability.

·         Certification in NISM VA or other relevant modules (as per local regulations).

·         Certification for Insurance (IRDAI)

Key Performance Indicator (KPI):

·         Number of new clients acquired

·         AUM (Assets Under Management) growth

·         Product-wise revenue contribution

·         Client retention and satisfaction rate

·         Compliance with regulatory and internal policies

Mandatory Requirement

Primary Job Profile : Relationship Mgmt/ Business Dev

Technical Skills : Client Acquisition, Sales / Customer Acquisition, Deal Origination/ Sourcing

Candidate Industry Requirement: NBFC, Bank

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