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Sr. Relationship Manager

Job Overview: Senior Relationship Manager

The Senior Relationship Manager (SRM) is a pivotal role focused on driving business growth by building and maintaining strong relationships with high-net-worth individuals or corporate clients. You will act as a financial advisor, helping clients navigate Aditya Birla Capital’s diverse portfolio of financial services, including insurance, asset management, and lending solutions.

Key Responsibilities

  • Client Acquisition & Retention: Identify potential leads and convert them into long-term clients while ensuring the satisfaction and retention of the existing portfolio.

  • Financial Advisory: Understand the financial goals, risk appetite, and needs of clients to recommend suitable investment and protection products.

  • Portfolio Management: Monitor client portfolios regularly and provide updates on market trends and product performance.

  • Cross-Selling: Leverage the full suite of Aditya Birla Capital products (Life Insurance, Health Insurance, Mutual Funds, etc.) to provide comprehensive financial solutions.

  • Revenue Generation: Achieve monthly and quarterly sales targets through strategic networking and ethical selling practices.

  • Compliance: Ensure all documentation and client interactions adhere to regulatory standards and company policies.


Eligibility & Requirements

According to the recruitment criteria, candidates must meet the following:

Criteria Requirement
Education Graduate in any stream with a minimum of 50% marks.
Age Limit Up to 27 years at the time of application.
Experience Typically entry-level to early-career, as a mandatory 1-month training period is provided.
Location PAN India (Multiple openings across various cities).

Program Details & Compensation

  • Annual Salary: ₹3.5 Lakhs Per Annum (LPA).

  • Training Period: 1 month of specialized professional training to prepare you for the role.

  • Program Fee: ₹1 Lakh + GST.

  • Refund Policy: 100% Program Fee Refund (subject to terms, usually linked to successful completion of a specific tenure with the company).


Skills Required

  • Strong verbal and written communication skills.

  • Persuasive sales techniques and negotiation abilities.

  • Basic understanding of the Indian financial market and banking products.

  • Customer-centric mindset with a “problem-solver” attitude.

To apply for this job email your details to ix6jb4v45r1y@sg2plzcpnl504327.prod.sin2.secureserver.net


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