Relationship Manager

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 compliance with KYC a...

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