Relationship Manager – Job Description

Company Overview:

Rising Advisory Services Private Limited is a leading fintech company operating multiple ventures:

• TaxManager.in: A tax e-filing, compliance, and financial management platform partnered with major banks like HDFC Bank, DCB Bank, serving over 600,000+ online registered customers.
• CredManager.co: A credit management and loan aggregation platform, partnering with multiple banks and NBFCs to provide the best loan offers.
• RiseIT360.com: A 360-degree IT and Digital Marketing Solutions company.

???? Award Recognition: TaxManager.in was honored 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.

Role Overview:

We are seeking an experienced Relationship Manager to build and maintain strong, long-term relationships with clients. The ideal candidate will:
✔ Understand clients' tax, financial, and investment needs.
✔ Provide personalized financial advisory services.
✔ Cross-sell tax services, loans, investments, insurance, and other banking products.
✔ Achieve sales targets while ensuring high customer satisfaction and compliance.

As a trusted advisor, the Relationship Manager will be key in delivering tailored financial solutions and helping clients navigate their financial journey.

Key Responsibilities:

1. Client Acquisition & Onboarding:

• Identify and engage potential clients in need of tax, loan, and insurance solutions.
• Initiate contact, manage the onboarding process, and establish long-term relationships.

2. Relationship Management:

• Maintain regular engagement with clients to understand their evolving financial goals.
• Offer proactive tax planning, loan, and insurance solutions tailored to their needs.
• Act as the primary point of contact for client queries and ensure regular follow-ups.

3. Financial Needs Analysis:

• Conduct comprehensive assessments of clients' financial situations.
• Recommend customized tax, investment, and loan products suited to their goals.

4. Cross-Selling & Upselling:

• Identify opportunities to cross-sell tax services, insurance, loans, and investment solutions.
• Strengthen client relationships by offering multiple financial products.

5. Sales & Target Achievement:

• Meet and exceed assigned sales targets for new client acquisition, cross-selling, and revenue generation.
• Work towards consistent growth in client portfolio and business revenues.

6. Client Retention & Growth:

• Develop retention strategies to ensure high customer satisfaction and long-term engagement.
• Implement client engagement tactics to reduce attrition and enhance loyalty.

7. Customer Service Excellence:

• Provide exceptional service by promptly addressing client inquiries and concerns.
• Ensure smooth resolution of customer issues for a seamless experience.

8. Compliance & Regulatory Adherence:

• Ensure adherence to all banking regulations, KYC norms, and compliance policies.
• Maintain strict regulatory compliance for tax services, loan products, and insurance.

9. Market Intelligence & Industry Awareness:

• Stay updated on industry trends, regulatory changes, and emerging financial products.
• Provide clients with relevant, up-to-date financial advice based on market conditions.

Desired Skills & Qualifications:

✅ Excellent Communication Skills: Strong verbal and listening skills to effectively communicate financial options and solutions to clients.
✅ Sales Acumen: Proven track record in sales, cross-selling, and meeting targets in the BFSI sector.
✅ Financial & Tax Knowledge: Basic understanding of financial statements, tax regulations, loan structuring, and investment products.
✅ Negotiation Skills: Ability to negotiate terms for loans, insurance policies, and tax services to ensure mutually beneficial agreements.
✅ Customer Service Orientation: Strong focus on client satisfaction and long-term relationship-building.
✅ Resilience & Persistence: Ability to handle rejection, stay motivated, and pursue new leads proactively.
✅ CRM Proficiency: Familiarity with CRM software to manage client interactions and sales activities efficiently.

Qualifications & Experience:

???? Education: BBA, MBA, or equivalent in Finance, Business Administration, or related fields.
???? Experience:

• Minimum 2 years as a Relationship Manager in a bank, financial services, or fintech company.
• Proven ability to meet sales targets in a competitive BFSI environment.

Perks & Benefits:

???? Competitive Salary: Higher than industry standards.
???? Quarterly Incentives: Performance-based rewards for high achievers.

Why Join Us?

As a Relationship Manager at Rising Advisory Services, you will:
✔ Work in a fast-growing fintech environment with access to innovative financial products.
✔ Help clients achieve their financial goals through tax planning, loans, and insurance solutions.
✔ Be part of a dynamic team that values growth, excellence, and customer success.

Industry & Employment Details:

• Industry: BFSI (Banking, Financial Services, and Insurance) / Fintech
• Department: Sales
• Seniority Level: Mid-Senior Level
• Employment Type: Full-time

???? Location: Corporate Office
18-A, Wing F, 3rd Floor, Local Shopping Complex, Ring Road, Above LIC Office, A Block, Naraina, New Delhi, Delhi 110028

???? Working Days & Timings:

• Monday to Friday: 9:30 AM - 6:30 PM
• Saturday: 9:30 AM - 4:00 PM

???? Contact: Ms. Meenaz at +91 9717215372

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