Company Description: Troth Group is a trusted organization with over 25 years of experience providing comprehensive solutions across Insurance, Finance, Wealth Management, Fintech, Advisory, and Research. The company focuses on helping individuals, families, and businesses secure their future, grow their wealth, and protect what matters most. Troth Group combines domain expertise with innovative financial and technological solutions to address complex client needs. Team members work in a collaborative environment that values integrity, long-term relationships, and client success. The organization offers opportunities to build a meaningful career in the broader financial services and advisory ecosystem. Role Description: This is a full-time, on-site Relationship Manager role based in the Iskon, Ahmedabad Area. The Relationship Manager will manage and grow client relationships across finance, and wealth management offerings, ensuring a high level of service and satisfaction. Day to day responsibilities include understanding client goals, recommending suitable products and solutions, coordinating with internal teams to execute transactions, and monitoring portfolios and policies. The role involves regular client meetings, responding to inquiries, addressing service issues, and maintaining accurate records and reports. The Relationship Manager will also identify new business opportunities, support client onboarding, and adhere to regulatory and compliance requirements.

Qualifications:




• Strong client relationship management, customer service, and interpersonal skills.
• Foundational knowledge of insurance, finance, and wealth management products and services.
• Ability to communicate complex financial information clearly, both verbally and in writing.
• Competence in using office productivity tools, CRM systems, and basic data analysis.
• Proactive problem-solving, negotiation, and follow through skills.
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• Prior experience in financial services, insurance, or wealth management is an advantage.
• Comfort working in an in office, client-facing role within the Greater Ahmedabad Area. Key

Requirements:
• Experience in financial market sales, wealth management, or investment distribution.
• Strong knowledge of Mutual Funds, PMS, AIF, SIF, and other investment products.
• Proven ability to generate leads, acquire clients, and achieve sales targets.
• Excellent communication, negotiation, and relationship management skills.
• Existing HNI/UHNI client relationships will be an added advantage. Products Covered: Demat & Trading Accounts, Mutual Funds, PMS, AIF, SIF, Bonds, ETFs, Gold & Silver Investments, GIFT City Solutions, IPOs, and eligible unlisted investment opportunities.

Location:
Iscon Cross Road, Ahmedabad Interested candidates can share their CV at: [email protected]

📌 Relationship Manager (India)
🏢 Troth Group
📍 India