Relationship Manager

Position Overview:

Equitypandit is seeking a high-energy, people-first Relationship Manager to sell the financial products and services that our customers have grown to rely on. The Relationship Manager will handle client relationships, drive sales of financial products, and grow revenue.

The role requires someone who understands markets, communicates effectively with clients, and closes business deals. The ideal candidate will be a quick learner with strong negotiating skills and the ability to showcase our offerings compellingly.

Roles and Responsibilities:

• Research markets, identify potential clients, and explore new revenue channels.
• Represent our company’s products and services, starting with a deep and comprehensive understanding and followed by consumer research to identify how our solutions meet needs.
• Create and implement strategies to increase sales, expand the customer base, and meet business targets.
• Develop strong, long-term relationships with clients, investors, and existing clients to ensure exceptional service and identification of potential new sales opportunities.
• Track market trends and customer needs to support business decisions.
• The sales representative will have a strong understanding of the sales process, excelling at generating sales, building relationships, and closing deals.
• Present financial products, conduct demos, and negotiate deals with clients.

This role is suitable for candidates who are confident, target-driven, and comfortable with client-facing roles.

Skills & Requirements:

• Good communication and negotiation skills.
• Strong knowledge of capital markets and financial products.
• Extensive sales and relationship management experience.
• Acquire new clients through referrals, calls, and networking.
• Meet monthly and quarterly revenue targets.
• Ability to generate revenue by identifying pain points and suggesting suitable products or services.
• Resourceful, with outstanding research skills.
• Target-driven and result-focused.

Location: Surat

Qualification: Any Graduate or Post Graduate

Website: www.equitypandit.in

📞 7043534934

📧 [email protected]