Identify and qualify retail investment leads, conduct outbound calls, present investment products, address client questions, and build lasting customer relationships. Execute sales strategies, meet targets, track leads and conversions, collaborate with sales teams, and stay informed about financial products and market trends. The role requires clear communication in English and Hindi and is based in Mumbai.
Job Title: Relationship Manager – Retail Investments
Location: Mumbai, India
Reports To: – Assistant manager - Retail Investments
Responsibilities:
Identify and qualify potential leads for retail investments.
Assist in executing sales strategies to meet and exceed targets.
Conduct outbound calls and follow-ups with prospective and existing clients.
Present LenDenClub’s investment products to clients, explaining benefits and addressing queries.
Build and maintain strong relationships with customers to encourage repeat business.
Collaborate with the sales team to share insights and improve strategies.
Track and report daily sales activities, leads, and conversions.
Stay updated with product knowledge and market trends to better assist clients.
Qualifications:
1+ year of experience in digital sales, preferably in financial services, wealth tech, or fintech.
Strong communication and interpersonal skills, both written and verbal.
Ability to understand financial products and explain them to customers clearly.
Goal-oriented mindset with the ability to meet and exceed sales targets.
Good problem-solving skills and the ability to handle customer objections.
Basic understanding of the Indian financial market and investment products & experience interacting with HNI/uHNI customers is a plus.
Benefits:
Opportunity to work with India’s largest P2P lending platform.
Fast-paced, dynamic, and growth-driven environment.
Training and development opportunities to enhance sales skills.
Work alongside a talented and supportive team.
Performance-based incentives and growth opportunities.
Additional Requirements:
Based in Mumbai, India.
Fluent in English and Hindi.
Familiarity with Mutual Funds, Fixed Income, and other investment products is a plus.
LenDenClub Mumbai, Maharashtra, IND Office
Sv Rd, Mumbai, Maharashtra, India, 400064
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