Relationship Manager / Equity Advisor

We are looking for experienced Relationship Managers who can build long-term client relationships, identify business opportunities, and drive revenue growth through exceptional client service and financial advisory expertise.

Key Responsibilities:

- Build and maintain solid relationships with existing and prospective clients.
- Identify opportunities for upselling, cross-selling, and portfolio expansion.
- Conduct client meetings, presentations, and reviews to ensure high levels of satisfaction and retention.
- Understand clients' financial goals and recommend suitable investment solutions.
- Monitor market trends, industry developments, and competitor activities.
- Collaborate with internal teams to deliver an outstanding client experience.
- Maintain accurate records of client interactions, business performance, and market insights.

Requirements:

- Age: 26 years and above.
- 4–6 years of experience in Relationship Management, Wealth Management, Financial Services, Investment Advisory, Banking, or Sales.




- Excellent communication, negotiation, and client relationship management skills.
- Strong understanding of financial markets and investment products.
- Ability to work in a target-driven and client-focused environment.

What We Offer:

- Attractive Incentives
- Competitive compensation and incentive structure.
- Career growth opportunities in the financial services industry.
- Exposure to diverse investment and wealth management solutions.
- Professional and performance-driven work culture.

Selection Process:

- Operations Round
- Final Interview

If you have a passion for client relationship management and a proven track record of driving business growth, we would love to hear from you. For any queries , please contact us at (phone hidden).

Regards,

SHIVANI SINGH

HR/ PRIME TRADE SOLUTION

Pay: ₹12,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Relationship Manager (Lucknow)
🏢 Prime Trade
📍 Lucknow