Website:
smartmoneyinvestments.in
Job details:
Position: Relationship Manager – Sales
Location: Chandigarh (local candidates preferred)
About Us At Smart Money Investment Services, we believe everyone deserves a trusted financial advisor — just like a family doctor for your health. Based in Chandigarh, Mohali, and Panchkula, we specialize in mutual fund investments, insurance planning, and goal-based financial advisory, with the trust of thousands of families built over years of experience. We design simple, effective, and personalized financial plans tailored to our clients' life goals — guiding them at every step, from securing their family's future to planning for retirement.
Role Overview We're looking for a warm, driven Relationship Manager to build client relationships and close meetings. Data will be provided — your job is to connect, convince, and convert leads into lasting client relationships.
What You'll Do
- Set up and conduct client meetings using data provided by the company
- Build trust and rapport with prospective clients
- Explain mutual funds and financial products clearly and confidently
- Close meetings and drive business outcomes
What We're Looking For
- Strong communication and convincing skills
- Good knowledge of mutual funds and financial products (must-have)
- Prior calling or sales experience (a plus)
- Based in or around Chandigarh (preferred)
Click on Apply to know more.