05 Nov
|
Choice International
|
Ahmedabad
05 Nov
Choice International
Ahmedabad
Company Description Choice International Limited is a diversified financial services group dedicated to helping individuals, businesses, and government institutions achieve their financial and strategic objectives. The organization offers an integrated ecosystem of services, including Stock Broking, Wealth Management, Insurance Broking, NBFC lending solutions, Asset Management, Investment Banking, and Public Sector Consulting. By combining innovation, deep industry expertise, and a customer-first approach, Choice delivers comprehensive advisory and financial solutions that create long-term value. The company partners with both private and public sector clients on initiatives across infrastructure, digital transformation, financial management, and economic development, contributing to India’s growth. Team members join a mission-driven setting focused on empowerment, sustainable business growth, and trusted relationships. Role Description This is a full-time, on-site Relationship Manager role based in Ahmedabad. The Relationship Manager will build and maintain strong relationships with retail, corporate, and institutional clients across the group’s financial services offerings, ensuring high levels of satisfaction and retention. Responsibilities include understanding client needs, recommending suitable products and solutions (such as broking, wealth management, lending, and insurance), coordinating with internal teams to deliver seamless service, and responding promptly to client inquiries and issues.
The role involves regular client meetings, portfolio reviews, documentation follow-up, and proactive communication to identify cross-selling and up-selling opportunities. The Relationship Manager will also track market and product developments, prepare reports on client activity and performance, and support business growth targets while adhering to regulatory and compliance requirements. Qualifications
• Candidates should possess strong client relationship management, stakeholder engagement, and customer service skills.
• Candidates should possess sales, business development, and cross-selling skills within financial products and services.
• Candidates should possess communication, negotiation, and presentation skills for effective client interactions.
• Candidates should possess basic financial analysis, product knowledge, and market awareness skills relevant to capital markets, lending, and investment products.
• Candidates should possess organizational, time management, and documentation skills to manage multiple client accounts efficiently.
• Candidates should possess proficiency with MS Office, CRM tools, and digital platforms used in financial services.
• Relevant experience in banking, broking, wealth management, NBFCs, or other financial services roles is beneficial.
• A bachelor’s degree in finance, commerce, business, or a related field is preferred; relevant certifications (e.g., NISM, IRDA) are an advantage.
📌 Relationship Manager (Ahmedabad)
🏢 Choice International
📍 Ahmedabad