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Relationship Manager

The Equal Research Investment Advisor

1 years

0 Lacs

Indore Madhya Pradesh India

Posted:2 months ago| Platform:

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Skills Required

research onboarding documentation support portfolio reports portfolios upselling compliance finance planning crm software certification communication training development

Work Mode

On-site

Job Type

Full Time

Job Description

DESCRIPTION 📍 Location: Indore 🕒 Job Type: Full-Time 🏢 Company: The Equal Research Investment advisory 💼 Department: Investment Adviosry Profile - Relationship Manager Experience - 1 to 2 years Key Responsibilities: Assist in onboarding new clients and completing KYC & documentation processes. Maintain regular contact with clients to build long-term relationships. Understand client profiles and assist in recommending suitable investment products. Support senior advisors with portfolio reviews, reports, and product recommendations. Track client portfolios and follow up for reviews, renewals, and upselling opportunities. Ensure compliance with SEBI guidelines and internal policies. 🎓 Required Qualifications: Bachelors degree in Finance, Commerce, Business, or a related field. 1to 3 years of experience in financial services, investment advisory, or client servicing. Good understanding of, financial planning, and basic investment principles. Proficiency in MS Office and CRM software. NISM certification (Mutual Fund or Investment Advisor) preferred. 💡 Key Skills: Strong communication and interpersonal skills Relationship-building mindset Target orientation and follow-up skills Ethical and customer-first approach �� What We Offer: Competitive salary + performance-based incentives On-the-job training and career development Opportunity to grow in a fast-paced, client-focused advisory firm Supportive and professional work environment 📬 How to Apply: Send your resume to Hr.theequalresearch33@gmail.com Show more Show less

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Relationship Manager