Company Description Choice Equity Broking Private Limited 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 individual and institutional clients. The organization has a strong presence across finance, technology, and advisory services, supported by a growing national footprint and a customer-centric approach.

Its integrated service ecosystem spans stock broking, NBFC services, wealth management consulting, insurance, and investment banking, all backed by robust research and digital infrastructure. Guided by a vision of financial inclusion and smarter investing, Choice empowers investors with tools, insights, and opportunities to build long-term wealth.

Role Description The Relationship Manager is a full-time, on-site role based in Bhopal. This role involves managing and growing client relationships by understanding financial goals, recommending suitable investment and wealth management products, and ensuring high levels of client satisfaction. Daily responsibilities include conducting client meetings, handling inquiries, providing product information, and coordinating with internal teams to execute trades, process transactions, and resolve issues.

The Relationship

Manager will monitor client portfolios,



share market updates and research insights, and proactively identify cross-selling and up-selling opportunities across Choice’s service ecosystem. The role also includes maintaining accurate records, adhering to regulatory and compliance standards, and contributing to local business development initiatives.

Qualifications

- Client relationship management and customer service skills, including the ability to build trust, handle queries, and maintain long-term partnerships.
- Basic to intermediate knowledge of financial products such as equities, derivatives, mutual funds, insurance, and lending solutions.
- Robust communication and interpersonal skills, with the ability to explain financial concepts clearly and present recommendations confidently.
- Sales and business development capabilities, including prospecting, cross-selling, and achieving defined targets ethically.
- Analytical and problem-solving skills to interpret market information, assess client needs, and provide suitable solutions.
- Comfort using digital platforms, CRM tools, and standard office software for client management and reporting.
- Bachelor’s degree in finance, commerce, business, economics, or a related field; relevant certifications in securities or wealth management are an advantage.
- Prior experience in broking, banking, or financial services client-facing roles is preferred, along with a strong focus on compliance and regulatory awareness.

📌 Relationship Manager (Bhopal)
🏢 Choice
📍 Bhopal