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
DESCRIPTION 📍 Location: Indore 🕒 Job Type: Full-Time 🏢 Company: The Equal Research Investment advisory 💼 Department: Investment Advisory Profile - Business Development Executive 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
Job Title: Relationship Executive – Investment Advisory Location: Indore Experience Required: 0–3 years (Freshers with good communication skills can apply) Qualification: Graduate / Post Graduate in Finance, Business, Economics, or related field Job Overview: We are looking for a dynamic and customer-focused Relationship Executive to join our Share Market Investment Advisory Firm. The role involves building and maintaining strong client relationships, providing investment guidance, and ensuring client satisfaction while meeting business targets. Key Responsibilities: Develop and manage long-term relationships with clients in the stock market and investment domain. Explain our advisory services (equity, commodity, derivatives, etc.) to potential clients. Understand client requirements and suggest suitable investment strategies. Onboard new clients and ensure smooth documentation and KYC process. Maintain regular follow-up with existing clients to ensure service satisfaction and retention. Achieve monthly sales and revenue targets assigned by the management. Coordinate with the research and advisory team to deliver accurate investment recommendations. Handle client queries related to market trends, portfolio performance, and service details. Update clients about new investment opportunities, market developments, and regulatory changes. Key Skills Required: Strong communication and interpersonal skills Basic knowledge of stock market, trading, and investment products Client servicing and relationship management ability Sales and target-oriented mindset Good negotiation and presentation skills Proficiency in MS Office and CRM tools Benefits: Attractive salary + incentives based on performance Opportunity to learn from experienced market advisors Career growth in financial services and wealth management sector Training on investment products and advisory services