Relationship Manager

7 hours ago

Surat, Gujarat, India Jainam Broking Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Company Description

Jainam Broking Limited is a comprehensive financial services provider offering a wide array of solutions, including equity trading, commodity trading, research and analysis, and wealth management advisory. The company also specializes in E-broking, E-KYC, and tailored financial services for non-resident Indians. Jainam excels in delivering customized financial options to meet individual client needs and is renowned for its commitment to innovation and client success.

Role Description

This is a full-time, on-site role for a Relationship Manager, located in Surat. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding their financial needs, and providing personalized investment and financial solutions. Day-to-day tasks include addressing client inquiries, managing portfolios, promoting financial products and services, generating leads, and collaborating with internal teams to enhance client satisfaction.

Qualifications

  • Strong interpersonal, communication, and client relationship management skills
  • Knowledge in financial markets, wealth management, and investment advisory
  • Ability to analyze client requirements, conduct portfolio reviews, and suggest financial products
  • Skills in lead generation, client acquisition, and business development
  • Proficiency in using financial tools and digital platform
  • Prior experience in financial services or broking is preferred

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