Company Description Choice is a diversified financial services company delivering comprehensive investment and wealth management solutions across equities, derivatives, mutual funds, IPOs, insurance, and lending. Founded in 1992, Choice combines technology-driven platforms with expert advisory services to simplify investing for both individuals and institutions. The organization has a growing national footprint, with a strong presence in finance, technology, and advisory services, and a customer-centric approach.
Choice provides a complete “one-roof” service ecosystem that includes stock broking, NBFC services, wealth management consulting, insurance, and investment banking, supported by robust research and digital infrastructure. Guided by a vision of financial inclusion and smarter investing, Choice focuses on empowering investors with tools, insights, and opportunities to build long-term wealth.
Role Description This is a full-time, on-site Relationship Manager role based in Jaipur.
The Relationship
Manager will manage and grow a portfolio of clients by understanding their financial goals, recommending suitable investment and wealth management products, and ensuring high levels of client satisfaction. Daily responsibilities include conducting client meetings and calls, providing timely updates on markets and products, coordinating with internal teams to execute transactions, and resolving client queries in a professional and efficient manner.
The role involves maintaining accurate records in CRM systems, tracking client performance and engagement, and identifying opportunities for cross-selling and up-selling within Choice’s service ecosystem.
The Relationship
Manager will also contribute to local business development initiatives, support onboarding of new clients, and adhere to all regulatory and compliance requirements.
Qualifications
- Solid client relationship management skills, including active listening, needs assessment, and long-term account nurturing.
- Knowledge of financial markets and products such as equities, derivatives, mutual funds, insurance, and lending solutions.
- Solid communication and presentation skills, with the ability to explain complex financial concepts in clear, simple language.
- Proficiency in using CRM tools, MS Office, and digital platforms for reporting, documentation, and client communication.
- Ability to work in a target-driven environment, prioritize tasks, and collaborate effectively with cross-functional teams.
- Bachelor’s degree in Finance, Business, Economics, or a related field; a relevant professional certification (e.g., NISM, NCFM) is an advantage.
- Prior experience in relationship management, sales, or advisory roles within financial services or banking is preferred.
- Strong ethical standards, commitment to regulatory compliance, and a customer-first mindset.
📌 Relationship Manager (Jaipur)
🏢 Choice
📍 Jaipur