Relationship Manager – Tax & Financial Services

Job Description Summary

We are seeking an experienced Relationship Associate or 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. 

Job Description

• 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 of 3 years of experience as Relationship Building in financial or services company
• Proven track record of achieving sales targets in a competitive environment.
• Familiarity with CRM software and telephony systems

Qualification – BBA, BCom or MBA preferred

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

Role: Relationship Associate or Manager

Industry Type: Financial Services

Department: Sales

Employment Type: Full Time, Permanent

Location : Corporate Office - Naraina Vihar - Ring Road, Above Naraina Metro Station.

Working days and timing :

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

Saturday (9:30 AM - 4 PM)

Know about the company

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.