Relationship Manager

Enforce HR; Surat; On-site; INR 550,000 - 750,000; Full time

Job summary

Enforce HR is recruiting on behalf of a leading SEBI-registered investment advisory firm for the Relationship Manager position in Surat, Gujarat. The firm serves 25,000+ clients and operates across multiple markets, emphasizing a data-driven and client-centric approach.

Senior RM openings require 2–4 years experience in Equity, Broking, Wealth Management or Financial Services, with strong communication and networking skills to manage a growing client base and meet sales targets.

Qualifications

• Bachelor's or Master's degree in Finance, Business Administration, Economics, or related field.
• 2–4 years of experience in Financial Services, Wealth Management, Stock Market Sales, Investment Advisory, or Relationship Management.
• Strong communication, presentation and interpersonal skills; CRM proficiency.

Responsibilities

• Drive sales of the company's investment products and services.
• Build and maintain strong relationships with existing and prospective clients.
• Identify client needs and recommend suitable financial solutions.
• Ensure high levels of client satisfaction and service excellence.
• Generate new business opportunities through networking, referrals, and client interactions.
• Manage the complete sales cycle, from lead generation to deal closure.
• Coordinate with internal teams to deliver a seamless client experience.
• Conduct presentations and participate in client meetings and networking events.

Skills

Communication skills

Relationship building

Negotiation

CRM proficiency

Financial markets knowledge

Presentation skills

Networking

Education

Bachelor's or Master's in Finance/Business/Economics

Tools

CRM software

Job description

We are hiring for our esteemed client, a leading SEBI-registered investment advisory firm with over 20 years of expertise in equity research and wealth creation solutions. The organization serves 25,000+ clients across 33+ countries and is recognized for its data-driven investment approach and strong client-centric culture.

Position: Relationship Manager

Senior RM – 4 Openings

Experience: 2–4 years

Candidates with experience in Equity / Broking / Wealth Management / Financial Services preferred

Key Responsibilities:

• Drive sales of the company's investment products and services.
• Build and maintain strong relationships with existing and prospective clients.
• Identify client needs and recommend suitable financial solutions.
• Ensure high levels of client satisfaction and service excellence.
• Generate new business opportunities through networking, referrals, and client interactions.
• Manage the complete sales cycle, from lead generation to deal closure.
• Coordinate with internal teams to deliver a seamless client experience.
• Conduct presentations and participate in client meetings and networking events.

Required Skills:

• Strong communication, presentation, and interpersonal skills.
• Excellent negotiation and relationship-building abilities.
• Understanding of financial markets, investment products, and wealth management services.
• Analytical mindset with strong problem-solving skills.
• Proficiency in CRM tools and client management platforms.
• Ability to thrive in a fast-paced, target-driven environment.
• Strong commitment to learning and professional development.

Qualifications:

• Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field.
• Prior experience in Financial Services, Wealth Management, Stock Market Sales, Investment Advisory, or Relationship Management roles is preferred.