Hiring For Relationship Manager

THE EQUAL RESEARCH INVESTMENT ADVSIORY

Location: Indore

Job Type: Full-Time

Company: The Equal Research Investment advisory

Department: Investment Adviosry

Profile - Relationship Executive

Experience - 1 to 2 years

Key Responsibilities:

Assist in onboarding new clients and completing KYC & documentation processes.

Maintain regular contact with clients to build long-term relationships.

Understand client profiles and assist in recommending suitable investment products.

Support senior advisors with portfolio reviews, reports, and product recommendations.

Track client portfolios and follow up for reviews, renewals, and upselling opportunities.

Ensure compliance with SEBI guidelines and internal policies.

Required Qualifications:

Bachelors degree in Finance, Commerce, Business, or a related field.

13 years of experience in financial services, investment advisory, or client servicing.

Good understanding of, financial planning, and basic investment principles.

Proficiency in MS Office and CRM software.

NISM certification (Mutual Fund or Investment Advisor) preferred.

Key Skills:

Strong communication and interpersonal skills

Relationship-building mindset

Target orientation and follow-up skills

Ethical and customer-first approach

What We Offer:

Competitive salary + performance-based incentives

On-the-job training and career development

Opportunity to grow in a fast-paced, client-focused advisory firm

Supportive and professional work environment

How to Apply:

Send your resume to with the subject line: Application for Relationship Executive

• Experience

  1 - 2 Years

• No. of Openings

  5

• Education

  B.A, B.B.A, B.Com, B.Sc, B.E, B.Tech, M.B.A/PGDM, Any Master Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home

• Face interview location

  2nd Floor, Plot No-295, behind Orbit Mall, PU 4, Near Vijay Nagar Square, Scheme No 54, Indore, Madh