Associate Relationship Manager

About Aarthik Solutions LLP

Aarthik Solutions LLP is a multi-product financial services and asset distribution company.

About the Role

An Associate Relationship Manager will join the sales team. This role is target-oriented and customer-focused. Responsibilities include acquiring new clients, understanding their financial requirements, building long-term relationships, generating business, and recommending appropriate financial solutions. The role emphasizes client acquisition and relationship management, with a strong focus on achieving business targets.

Key Responsibilities

• Generate new business through leads, references, networking, field activities, and other business-development initiatives.
• Understand clients' financial requirements and recommend suitable financial solutions.
• Build and maintain strong, long-term relationships with clients.
• Follow up with prospects and convert qualified leads into business.
• Conduct online and offline client meetings and presentations.
• Cross-sell relevant financial products based on client requirements.
• Achieve assigned monthly and quarterly sales targets.
• Maintain accurate client and lead information in the company's CRM.
• Coordinate with internal teams for smooth client onboarding.
• Provide proactive after-sales support and maintain high customer satisfaction.
• Stay updated with financial products, industry developments, market trends, and applicable regulations.
• Follow all company policies, compliance requirements, and ethical sales practices.

Requirements & Tech Stack

• Excellent communication and interpersonal skills.
• Strong sales and business-development orientation.
• Good convincing and negotiation abilities.
• Customer-focused approach.
• Basic knowledge of MS Office, email, and CRM systems.
• Willingness to learn financial products and industry practices.
• Self-motivated, disciplined, and target-oriented.
• Ability to work independently and within a team.
• Strong follow-up and relationship-building skills.

Qualifications

• Graduate in any discipline.
• Finance, Commerce, or Management background preferred.
• Freshers with strong communication and sales aptitude are encouraged to apply.
• Previous experience or internship in sales or financial services will be an advantage.
• Knowledge of the local language is preferred.

Compensation

• Annual CTC: ₹1,80,000 – ₹2,40,000 per annum.
• Performance-linked incentives and rewards based on achievement of assigned business targets.

Career Growth

• Training and mentorship provided in financial products, sales, client acquisition, relationship management, compliance, and business development.
• Potential career progression: Associate Relationship Manager → Relationship Manager → Senior Relationship Manager → Team Lead.