Client Relationship Manager

Company Description :

Bigul.co is dedicated to providing investors and traders with the tools they need to succeed. We believe in matching the right strategy with the right stocks and tools to ensure everyone can win in the financial market. Our goal is to empower individuals to make informed investment decisions.

About the Role-

We are looking for a dynamic and result-oriented Client Relationship Manager (Field Sales) to join our team in Indore. The ideal candidate should have strong expertise in financial products, including Mutual Funds, Insurance, and Broking products, with a proven track record in sales and client relationship management.

Key Responsibilities-

1. Identify, acquire, and manage new and existing clients for financial products (Mutual Funds, Insurance, Broking).

2. Achieve sales targets and drive revenue growth through field sales activities.

3. Provide financial advisory services to clients based on their investment needs.

4. Build and maintain long-term customer relationships through trust and consultative selling.

5. Conduct regular meetings, client visits, and presentations to promote products and services.

6. Stay updated with market trends, competitor activities, and regulatory guidelines.

Key Requirements-

1. Graduate / Postgraduate in Finance, Business, or related field.

2. 3–4 years of experience in sales of financial products (Mutual Funds, Insurance, Broking).

3. Strong client acquisition and relationship management skills.

4. Excellent communication, negotiation, and interpersonal skills.

5. Ability to work independently and achieve targets.

Must be comfortable with field sales and frequent client interactions.

Skills Required

Mutual Funds, Broking, Insurance