The Equal Research

Indore, Madhya Pradesh

Location: Indore Job Type: Full-Time Company: The Equal Research Investment advisory Department: Investment Adviosry Profile - Relationship Manager 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 skillsRelationship-building mindsetTarget orientation and follow-up skillsEthical and customer-first approach What We Offer:Competitive salary + performance-based incentivesOn-the-job training and career developmentOpportunity to grow in a fast-paced, client-focused advisory firmSupportive and professional work environment How to Apply:Send your resume to Hr.theequalresearch33@gmail.com with the subject line: Application for Relationship Executive 9131125986