Relationship Manager - Fresher

About the Company

EquityPandit Financial Services Private Limited is a SEBI-registered investment advisory firm with more than 20 years of research-led expertise. Since its founding in 2005, it has grown into a widely recognized investment intelligence platform serving over 25,000 clients across 33+ countries, including high-net-worth individuals, ultra-high-net-worth individuals, and institutional investors. The organization is built around data-backed decisions, disciplined investing, and long-term value creation, and it brings together people who enjoy ownership, continuous learning, and problem-solving.

Role Overview

The Relationship Manager role is a fresher-friendly full-time position based in Surat. The job centers on client relationship management, sales support, and helping clients with suitable financial solutions while contributing to business growth.

Key Responsibilities

• Build and maintain strong connections with existing clients so they receive consistent service and stay satisfied.
• Serve as the bridge between clients and internal teams to coordinate support and resolve needs effectively.
• Spot new sales opportunities and suggest relevant products or services that add value for clients.
• Assess client requirements and support them in progressing toward their financial objectives.
• Work closely with internal stakeholders to improve the end-to-end client experience.
• Handle the complete sales cycle, including lead generation, relationship development, and closing deals.

Eligibility

This opportunity is open only to candidates who are based in Surat.

Experience

No prior experience is required for this role.

Salary

The compensation range for this position is INR 3,60,000 to 8,60,000 per year.

Skills and Requirements

• Strong communication and interpersonal abilities.
• Good presentation, organization, and problem-solving skills.
• Confidence in sales-oriented discussions and client handling.
• Ability to understand customer behavior and respond thoughtfully.
• Capability to identify client pain points and recommend appropriate solutions.
• Research-oriented mindset with a resourceful approach.
• Comfort in handling challenges and working toward revenue growth.
• Knowledge of the stock market is preferred.

Additional Information

This is a full-time onsite role in Surat, Gujarat, India. There are 10 openings available. The role starts immediately, and the application deadline is 2026-07-18 23:59:59.

Perks

Job offer.