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Job Description
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Relationship Manager

9th January 2024

Job Description

  • Managing relationships with customers
  • Identifying and communicating customer needs
  • Ensuring customer satisfaction
  • Resolving customer issues and concerns
  • Developing and implementing marketing strategies to grow the customer base
  • Understanding the Financial Markets
  • Be Responsible to invent ideas for growing business
  • Preparation & Circulation of Material for communication with clients
  • Maintenance of Records
  • Building and nurturing the client relationship
  • Develop and suggest strategies to penetrate the client
  • Increase Client Engagement and Interaction
  • Preparation of Presentations and Brochures

Qualifications

  • Post graduate or Masters
  • Minimum of 2-3 years of experience in customer service

Skills

  • Excellent verbal and written communication skills
  • Strong computer skills
  • Strong interpersonal skills
  • Strong presentation skills
  • Ability to work well in a team environment
  • Aware and sound understanding about Financial Markets

Employment

Full time

Gender Preferred

No preference

Notice Period

About Ekvity

We are a leading Financial Services provider that mainly emphasizes on Tailor made solutions in the areas of Unlisted/Pre-IPO Shares, Wealth Management, Insurance Planning, and Mutual Funds. We offer customized solutions to our clients that allow them to meet their strategic financial objectives. Through our bespoke financing solutions, we enable our clients to pursue ambitious growth strategies and execute value creating transactions.