Digital Relationship Managers are responsible for online cross selling of financial products by exploring the business opportunities from existing customers of 5paisa. Digital Relationship Manager will be situated at Ahmedabad and responsible for selling the financial products and services to the customers based on their needs and handling queries to ensure customer satisfaction.

Job Description -

• Achieve the set target of revenue through online selling of financial products from the mapped set of customers/leads generated through digital campaigns.
• Build the client relationship for understanding the future investment requirement of the client and offer appropriate financial solutions as per client needs.
• Achieve the monthly assigned revenue targets through effective cross sales generating income through selling of financial products.
• Strictly adherence to internal control policies and ensure that the organizations activities are carried out in accordance with all regulatory, legal, and governmental regulations.
• Efficiently handling the customer queries and provides superior experience.
• Explore new opportunities for up sell and cross sell the financial products by client rapport and providing regular market information and updates to the customers.

Qualifications -

• Any Graduate & Post Graduate (Freshers / Experiences) with Excellent Communications Skills in English.
• Preferable any NISM VIII, NISM VII, NCFM, NISM V & IRDA Certified if Graduate / Post Graduates Freshers with Good Communications Skills in English.
• UG with 1 - 2 years of experiences into selling of Any Financial Products with Excellent Communications Skills.

Role Proficiencies -

• Knowledge of financial products.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• High sales orientation to meet the sales targets consistently.
• Strong willingness to work in Relationship Management.
• Prior experience in Sales with a proven track record in sales, preferably within the insurance industry
• Excellent communication and interpersonal skills
• Strong problem-solving and analytical skills
• Ability to work independently as well as in a team environment
• A customer-centric approach to sales and service deliver
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new businesses.
• Contact - Hemangi Chauhan
• Please contact the HR on the mobile number mentioned below.