Relationship Manager

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