Relationship Manager

Jainam; Surat; On-site; INR 400,000 - 700,000; Full time

Job summary

Jainam invites a Relationship Manager to lead client engagements from its Surat office. You will onboard new clients, understand investment goals, and provide investment solutions, while coordinating trade-related support and maintaining proactive, compliant communication across digital and in-person channels.

The role requires strong communication, CRM proficiency, and a client-centric mindset, with preference for experience in broking or financial services.

Qualifications

• Ability to build and maintain strong client relationships with trust, responsiveness, and long-term engagement.
• Strong communication and interpersonal skills, including clear verbal and written communication and active listening.
• Basic to intermediate understanding of financial markets, trading products, and investment concepts, or willingness to learn quickly.
• Organizational and time-management skills to handle multiple client accounts, follow-ups, and administrative tasks efficiently.
• Comfort using CRM tools, trading platforms, and standard office software for client management and reporting.
• Analytical mindset to understand client needs, identify suitable solutions, and interpret basic market information.
• Ability to work collaboratively with cross-functional teams and adhere to regulatory and internal compliance standards.
• Preferred: Bachelor's degree in business, finance, commerce, or a related field; prior experience in broking, banking, or financial services client-facing roles is an advantage.

Responsibilities

• Onboard new clients and understand their investment goals.
• Respond to client queries and coordinate trade-related support.
• Maintain regular communication through calls, meetings, and digital channels.
• Collaborate with internal teams to resolve issues and support portfolio discussions.
• Contribute to client retention and business growth targets.
• Ensure accurate documentation and timely regulatory reporting.

Skills

Client relationships

Communication skills

Financial markets knowledge

Organizational skills

CRM tools experience

Analytical mindset

Team collaboration

Regulatory compliance

Education

Bachelor's degree in business/finance

Tools

CRM platforms

Trading platforms

Job description

Company Description Jainam is a financial services and broking firm focused on helping traders and investors build a more confident financial future. The company provides a range of trading and investment solutions, tools, and advisory services tailored to diverse client needs. Through its platforms and resources, Jainam aims to simplify market participation and support informed decision-making. Additional information about the company, its offerings, and culture can be found via its consolidated online presence at linktr.ee/jainambroking.

Role Description The Relationship Manager role at Jainam is a full-time, on-site position based in Surat. The person in this role will manage and grow client relationships by understanding individual investment goals, providing appropriate product and service recommendations, and ensuring high levels of client satisfaction. Daily responsibilities include onboarding new clients, responding to queries, coordinating trade-related support, and maintaining regular communication through calls, meetings, and digital channels. The Relationship Manager will also work closely with internal teams to resolve issues, support portfolio-related discussions, and contribute to client retention and business growth targets. Accurate documentation, compliance with regulatory guidelines, and timely reporting are integral parts of the day-to-day work.

Qualifications

• Ability to build and maintain strong client relationships, with a focus on trust, responsiveness, and long-term engagement.
• Strong communication and interpersonal skills, including clear verbal and written communication and active listening.
• Basic to intermediate understanding of financial markets, trading products, and investment concepts, or willingness to learn quickly.
• Organizational and time-management skills to handle multiple client accounts, follow-ups, and administrative tasks efficiently.
• Comfort using CRM tools, trading platforms, and standard office software for client management and reporting.
• Analytical mindset to understand client needs, identify suitable solutions, and interpret basic market information.
• Ability to work collaboratively with cross-functional teams and adhere to regulatory and internal compliance standards.
• Preferred: Bachelor's degree in business, finance, commerce, or a related field; prior experience in broking, banking, or financial services client-facing roles is an advantage.