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Relationship Manager (Surat)
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#784388
Remote / WFH
Financial Services Pvt Ltd
Job Description
Full job description
Company Description
EquityPandit is a SEBI-registered investment advisor with over 20 years of research expertise, building one of India's most trusted data-driven, disciplined, long-term investment intelligence platforms. Founded in 2005, what began as a passion for understanding markets has grown into a nationally and internationally awarded global platform serving 25,000+ clients across 33+ countries, including HNIs, UHNIs, and institutional investors.
Beyond these numbers, the real strength of EquityPandit lies in its people- a team of curious thinkers, market enthusiasts, and problem-solvers who believe in taking ownership, making informed decisions, and continuously learning and evolving.
If you aspire to work at the intersection of finance, technology, and growth while contributing to meaningful wealth creation journeys, EquityPandit is the place for you.
Website: www.equitypandit.in
Role Description:
Equitypandit is urgently seeking a full-time, on-site role for a Relationship Manager based in Mumbai to drive sales of its products and services. The ideal candidate should be a quick learner with strong negotiation skills and the ability to present offerings effectively. The role involves presentations, networking events, and client interactions, requiring a professional and personable approach.
The Relationship Manager will oversee client relationships, ensure client satisfaction, and act as a bridge between clients and the company's offerings.
Maintain relationships with existing clients to ensure high service quality and identify new sales opportunities, and identify opportunities to provide value-added services or solutions.
Additionally, the individual will analyse client needs, assist in achieving their financial goals, and work collaboratively with the internal teams to optimise client experiences.
Manage the end-to-end sales process, including lead generation, relationship building, and deal closure.
Skills Required:
Strong interpersonal and communication skills to build and maintain client relationships
Analytical thinking and problem-solving skills for understanding client needs and providing tailored solutions
Knowledge of financial markets, investment products, and services related to wealth creation
Proficiency in client management tools and CRM platforms
Ability to work in a dynamic, fast-paced environment with excellent time-management skills
Prior experience in financial services, relationship management, or similar roles is a plus
Strong commitment to continuous learning and professional growth
Qualifications:
Bachelor’s or Master's degree in Finance, Business Administration, Economics, or a related field
Job Location: 315, Rio Empire, Opp. Pal Umra Bridge, Pal, Surat
Pay: ₹20,000.00 - ₹40,000.00 per month
Education:
Bachelor's (Preferred)
Location:
Surat, Gujarat (Surat) (Preferred)
Work Location: In person
Company Description
EquityPandit is a SEBI-registered investment advisor with over 20 years of research expertise, building one of India's most trusted data-driven, disciplined, long-term investment intelligence platforms. Founded in 2005, what began as a passion for understanding markets has grown into a nationally and internationally awarded global platform serving 25,000+ clients across 33+ countries, including HNIs, UHNIs, and institutional investors.
Beyond these numbers, the real strength of EquityPandit lies in its people- a team of curious thinkers, market enthusiasts, and problem-solvers who believe in taking ownership, making informed decisions, and continuously learning and evolving.
If you aspire to work at the intersection of finance, technology, and growth while contributing to meaningful wealth creation journeys, EquityPandit is the place for you.
Website: www.equitypandit.in
Role Description:
Equitypandit is urgently seeking a full-time, on-site role for a Relationship Manager based in Mumbai to drive sales of its products and services. The ideal candidate should be a quick learner with strong negotiation skills and the ability to present offerings effectively. The role involves presentations, networking events, and client interactions, requiring a professional and personable approach.
The Relationship Manager will oversee client relationships, ensure client satisfaction, and act as a bridge between clients and the company's offerings.
Maintain relationships with existing clients to ensure high service quality and identify new sales opportunities, and identify opportunities to provide value-added services or solutions.
Additionally, the individual will analyse client needs, assist in achieving their financial goals, and work collaboratively with the internal teams to optimise client experiences.
Manage the end-to-end sales process, including lead generation, relationship building, and deal closure.
Skills Required:
Strong interpersonal and communication skills to build and maintain client relationships
Analytical thinking and problem-solving skills for understanding client needs and providing tailored solutions
Knowledge of financial markets, investment products, and services related to wealth creation
Proficiency in client management tools and CRM platforms
Ability to work in a dynamic, fast-paced environment with excellent time-management skills
Prior experience in financial services, relationship management, or similar roles is a plus
Strong commitment to continuous learning and professional growth
Qualifications:
Bachelor’s or Master's degree in Finance, Business Administration, Economics, or a related field
Job Location: 315, Rio Empire, Opp. Pal Umra Bridge, Pal, Surat
Pay: ₹20,000.00 - ₹40,000.00 per month
Education:
Bachelor's (Preferred)
Location:
Surat, Gujarat (Surat) (Preferred)
Work Location: In person
