Relationship Manager - B2C - BFSI

Key Responsibilities

• Engage with qualified HNI & UHNI investor leads from our internal team and convert them into active investors.
• Independently source and acquire new investors via personal networks, referrals, and market outreach.
• Build and maintain strong, trust-based relationships to drive repeat investments.
• Manage the complete sales cycle from initial contact to deal closure.
• Meet and exceed monthly / quarterly targets for both acquisition and conversions.
• Work closely with marketing for lead generation campaigns and with operations for smooth onboarding.
• Proactively acquiring new HNI & UHNI clients through networking, referrals, and personal outreach.

(ref : iimjobs.com)