08 Sep
|
GCL Dreams
|
Ahmedabad
08 Sep
GCL Dreams
Ahmedabad
Company Description GCL Dreams is part of GCL, one of India’s leading diversified financial services groups, promoted by a family with decades of experience in financial markets. As a member of major exchanges such as NSE, BSE, MCX, and NCDEX, GCL offers robust online and offline platforms for investing, hedging, and trading. The organization focuses on delivering expert financial services tailored to clients’ present and future needs.
GCL has grown from an entrepreneurial start-up to a market leader by adapting to changing market conditions while maintaining a solid focus on its core financial services domain.
Role Description The Relationship Manager is a full-time, on-site role based in Ahmedabad. This role is responsible for building, managing, and strengthening relationships with existing and prospective clients across GCL Dreams’ financial products and services. Day-to-day activities include understanding client goals, recommending suitable investment and trading solutions, addressing queries, and ensuring timely resolution of service issues.
The Relationship
Manager will regularly follow up with clients, assist with account opening and documentation, and coordinate with internal teams to deliver a seamless client experience.
The role also involves identifying new business opportunities, meeting defined sales and retention targets, and maintaining accurate records of client interactions and portfolios.
Qualifications
- Strong client relationship management skills, including ability to build trust, understand client needs, and provide tailored financial solutions.
- Solid communication and interpersonal skills to explain financial products clearly and handle client queries professionally.
- Basic to intermediate knowledge of capital markets, trading, and investment products; prior experience in financial services or brokerage is an advantage.
- Proficiency in using CRM tools, MS Office, and online trading or investment platforms.
- Ability to work towards sales and retention targets, with good negotiation and problem-solving skills.
- Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field; relevant certifications (e.g., NISM) are beneficial.
- High level of integrity, attention to detail, and a customer-centric mindset.
- Comfort working in an on-site environment in Ahmedabad and collaborating with cross-functional teams.
📌 Relationship Manager (Ahmedabad)
🏢 GCL Dreams
📍 Ahmedabad