We are hiring for our esteemed client, a leading SEBI-registered investment advisory firm with over 20 years of expertise in equity research and wealth creation solutions. The organization serves 25,000+ clients across 33+ countries and is recognized for its data-driven investment approach and strong client-centric culture.

Position: Relationship Manager

? Location: Surat, Gujarat, India (On-site)

? Experience: 2–4 Years

? Salary: ₹3 LPA – ₹5 LPA (Fixed CTC) + Up to ₹3.6 LPA Variable Pay

? Employment Type: Full-time

Senior RM – 4 Openings

? Location: Surat, Gujarat, India (On-site)

Experience: 2–4 years

CTC: ₹4–6 LPA

Candidates with experience in Equity / Broking / Wealth Management / Financial Services preferred

Key Responsibilities

- Drive sales of the company's investment products and services.
- Build and maintain robust relationships with existing and prospective clients.
- Identify client needs and recommend suitable financial solutions.
- Ensure high levels of client satisfaction and service excellence.
- Generate new business opportunities through networking, referrals, and client interactions.
- Manage the complete sales cycle,



from lead generation to deal closure.
- Coordinate with internal teams to deliver a seamless client experience.
- Conduct presentations and participate in client meetings and networking events.

Required Skills:
- Strong communication, presentation, and interpersonal skills.
- Excellent negotiation and relationship-building abilities.
- Understanding of financial markets, investment products, and wealth management services.
- Analytical mindset with strong problem-solving skills.
- Proficiency in CRM tools and client management platforms.
- Ability to thrive in a fast-paced, target-driven environment.
- Strong commitment to learning and professional development.

Qualifications:
- Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field.
- Prior experience in Financial Services, Wealth Management, Stock Market Sales, Investment Advisory, or Relationship Management roles is preferred.
- ? Interested candidates can share their updated resume at [email protected]

📌 Relationship Manager (Surat)
🏢 Enforce HR
📍 Surat