- Rising Advisory Services Private Limited a Fintech Company - running ventures - www.TaxManager.in a tax e-filing, compliance and financial management and www.CredManager.in - Credit Management Solutions - Loan Aggregation which is Private Limited a company incorporated in 2007.

- www.TaxManager.in has also partnered with few big banks to manage their tax business and file taxes for their clients like HDFC Bank, DCB Bank etc with more than 6 lakhs online registered customers.

- TaxManager has also ventured into Loans and Credit Solutions under the brand www.CredManager.co with partnering with several Banks and Nbfc to provide the best loan offers to its clients.

- Rising Advisory Services Private Limited has IT company as well which is www.RiseIT360.com - 360 Degree IT and Digital Marketing Solutions Company.

- TaxManager.in has been awarded as the best financial services company in India by Economic Times ET Now India Mart Business Leaders of Tomorrow 2013 for its innovative services in E-Filing, Tax and Compliance Management both for individuals and corporate clients.

Job Description:

We are seeking an experienced relationship manager who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey.

- Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships.

- Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.

- Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor tax, investments or banking products and services accordingly.

- Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.

- Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, cross-selling, and revenue generation.

- Client Retention: Actively manage client relationships to minimize attrition and maintain long-term loyalty.

- Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effectively.

- Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).

- Market Knowledge: Stay updated on market trends, new products, and regulations to provide informed advice to clients.

Desired Skill:

- Excellent Communication Skills: Strong verbal and listening abilities to effectively present loan options, address customer inquiries, and handle objections.

- Sales Acumen: Proven track record of successful sales experience, preferably in financial services or business loan sales.

- Financial Knowledge: Basic understanding of financial statements, credit analysis, and loan structuring.

- Persuasive Negotiation Skills: Ability to negotiate loan terms and conditions to reach mutually beneficial agreements with clients.

- Customer Service Orientation: Commitment to providing exceptional customer service throughout the sales process.

- Resilience and Persistence: Ability to handle rejection and maintain a positive attitude while consistently pursuing leads.

Experience Required:

- Minimum 2 years of experience as relationship manager in a bank or financial services company

- Proven track record of achieving sales targets in a competitive environment.

- Familiarity with CRM software and telephony systems

- Qualification - BBA or MBA

- Perks and benefits - Salary higher than the industry standards and Quarterly Incentives

- Role: Relationship Manager

- Industry Type: Financial Services

- Department: Sales

- Employment Type: Full Time, Permanent

- Location : Corporate Office - 18-A, Wing F 3rd Floor, Local Shopping Complex, Ring Rd, above LIC Office, A Block, Naraina, New Delhi, Delhi 110028

Working days and timing :

- Monday to Friday (9:30 AM - 6:30 PM)

- Saturday (9:30 AM - 4 PM)