Company Description SRatan Capital is an independent financial company dedicated to protecting families, businesses, and assets with deep expertise in financial risk management. Founded by Sanjeev Ratan and driven by a passionate team of financial professionals since 2001, we offer personalized solutions to transform potential into financial success. Today, we serve over 525 families, impacting more than 2,800 lives through our comprehensive financial ecosystem. Under the second-generation leadership of Devansh Ratan, we ensure continuity, innovation, and intergenerational wealth transfer. Role Description This is a full-time, on-site role for a Sales & Relationship Manager at SRatan Capital, located in West Delhi. The Sales & Relationship Manager will be responsible for building and managing client relationships, identifying and managing financial risks, driving sales, and overseeing sales management. Day-to-day tasks include meeting with clients, developing financial strategies, managing client portfolios, and ensuring client satisfaction through effective communication and personalized service. Qualifications Business Relationship Management and Communication skills Expertise in Finance, with an understanding of financial risk management Proven experience in Sales and Sales Management Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to work independently and as part of a team Bachelor’s degree in Finance, Business Administration, or a related field Experience in the financial industry is a plus
Company Description SRatan Capital is an independent financial company dedicated to protecting families, businesses, and assets with deep expertise in financial risk management. Founded by Sanjeev Ratan and driven by a passionate team of financial professionals since 2001, we offer personalized solutions to transform potential into financial success. Today, we serve over 525 families, impacting more than 2,800 lives through our comprehensive financial ecosystem. Under the second-generation leadership of Devansh Ratan, we ensure continuity, innovation, and intergenerational wealth transfer. Role Description This is a full-time, on-site role for a Sales & Relationship Manager at SRatan Capital, located in West Delhi. The Sales & Relationship Manager will be responsible for building and managing client relationships, identifying and managing financial risks, driving sales, and overseeing sales management. Day-to-day tasks include meeting with clients, developing financial strategies, managing client portfolios, and ensuring client satisfaction through effective communication and personalized service. Qualifications Business Relationship Management and Communication skills Expertise in Finance, with an understanding of financial risk management Proven experience in Sales and Sales Management Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to work independently and as part of a team Bachelor’s degree in Finance, Business Administration, or a related field Experience in the financial industry is a plus