Relationship Manager - B2C - BFSI

Key Responsibilities

- Engage with qualified HNI & UHNI investor leads from our internal team and convert them into active investors.

- Independently source and acquire new investors via personal networks, referrals, and market outreach.

- Build and maintain strong, trust-based relationships to drive repeat investments.

- Manage the complete sales cycle from initial contact to deal closure.

- Meet and exceed monthly/quarterly targets for both acquisition and conversions.

- Work closely with marketing for lead generation campaigns and with operations for smooth onboarding.

- Proactively acquiring new HNI & UHNI clients through networking, referrals, and personal outreach.