Company Description Jainam is a financial services organization focused on empowering traders and investors to build a more confident financial future. The company offers a range of broking and investment solutions designed to support clients at different stages of their investment journeys. Jainam emphasizes actionable insights, user-friendly platforms, and reliable support to help clients make informed decisions.
Interested applicants can explore more about Jainam’s services and culture via its official link hub at linktr.ee/jainambroking.
Role Description The Relationship Manager role at Jainam is a full-time, on-site position based in Jodhpur. The individual in this role will manage and grow client relationships, serving as a primary point of contact for traders and investors. Day-to-day responsibilities include understanding client needs, providing information on relevant products and services, supporting account setup and maintenance, and ensuring timely resolution of client queries.
The Relationship
Manager will also engage in regular follow-ups, identify opportunities for cross-selling and up-selling,
and collaborate with internal teams to deliver a smooth client experience. The role requires maintaining accurate records of client interactions and adhering to company policies and regulatory guidelines.
Qualifications
- Solid client relationship management skills, with the ability to build trust and maintain long-term partnerships.
- Solid communication and interpersonal skills to explain financial products clearly and handle client conversations professionally.
- Basic understanding of trading, investment products, and financial markets, or willingness to learn quickly.
- Organizational and time-management abilities to handle multiple client accounts and follow up consistently.
- Proficiency with standard office software and CRM tools for documenting interactions and preparing reports.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Prior experience in broking, banking, or financial services client-facing roles is an advantage.
- Demonstrated integrity, attention to detail, and commitment to regulatory and compliance requirements.