Relationship Manager
Equitypandit Financial Services Private Limited
Surat, Gujarat, India · Tempo pieno
Sii il primo a candidarti
- Esperienza
- Qualsiasi
- Stipendio
- INR 25,000 – INR 65,000 / month
- Aperture
- 1
- Pubblicato
- 3 ore fa
- Modalità di lavoro
- In ufficio
- Riprendere
- È necessario candidarsi
Dove lavorerai
Descrizione del lavoro
About EquityPandit Financial Services Private Limited
EquityPandit is a SEBI-registered investment advisory firm with two decades of research experience, recognized for its data-driven and disciplined approach to long-term investment intelligence. Established in 2005, the company has grown into a globally awarded platform serving over 25,000 clients across more than 33 countries, including high net-worth individuals, ultra high net-worth investors, and institutional clients. The organization values a team of inquisitive thinkers and market enthusiasts committed to ownership, informed decision-making, and continuous development.
Role Overview
We are seeking a full-time Relationship Manager to be based onsite in Surat, Gujarat. This role demands effective sales skills, excellent negotiation abilities, and the capacity to present our products and services confidently. The position includes client presentations, participation in networking events, and direct client engagement, requiring a professional demeanor and a friendly approach.
Key Responsibilities
- Maintain and nurture strong relationships with existing clients to assure high service standards.
- Spot and pursue new business opportunities and cross-sell value-added products or solutions.
- Analyze client financial needs to help fulfill their wealth creation objectives.
- Coordinate with internal teams to enhance client experiences and satisfaction.
- Manage all stages of the sales cycle, including lead generation, relationship development, and closing sales.
Qualifications and Skills
- Excellent interpersonal and communication capabilities to engage and sustain client connections.
- Strong analytical skills for identifying client needs and devising appropriate solutions.
- Familiarity with financial markets, investment products, and wealth management services.
- Proficient with client management and CRM software tools.
- Ability to thrive in a fast-moving environment with effective time management.
- Background in financial services or relationship management is advantageous.
- Dedicated to ongoing learning and professional improvement.
Compensation
The salary range for this position is INR 25,000 to INR 65,000 monthly.