Relationship Manager

tation Enterprise Llp

Ahmedabad District

On-site

INR 400,000 - 600,000

Full time

14 days+

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Job summary

tation Enterprise Llp in Ahmedabad is looking for a Relationship Manager to identify and onboard new clients. The role involves promoting and cross-selling financial products and driving revenue growth through effective account management.

Candidates should have at least 2 years of experience in the NBFC and BFSI industries, with a strong emphasis on client engagement and a good understanding of the Equity Market. A minimum graduation is required.

Qualifications

Minimum 2 years of experience in NBFC & BFSI Industry.
Strong domain knowledge of the Equity Market.

Responsibilities

Identify and onboard new clients to expand the customer base.
Promote and cross-sell a range of investment products.
Drive revenue growth by managing sourced accounts.
Conduct regular client meetings to understand financial needs.

Skills

Client Engagement

Cross-Selling

Revenue Generation

New Client Acquisition

Education

Minimum Graduation

Job description

Job Description

New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
Cross‑Selling: Promote and cross‑sell a wide range of third‑party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AIFS, Bonds, Unlisted Shares, IAP, and other financial services.
Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long‑term relationship building.

Qualifications & Experience