Jainam Broking Limited
Website:
jainam.in
Job details:
Company Description Jainam is a financial services organization focused on empowering traders and investors to build a more confident financial future. The firm offers a range of broking and investment solutions designed to support clients at different stages of their trading journey. Through its platforms and advisory services, Jainam aims to make market participation more accessible, informed, and efficient. Prospective team members can explore more about Jainam’s offerings and culture via its online presence, including linktr.ee/jainambroking.
Role Description The Relationship Manager role at Jainam is a full-time, on-site position based in Vadodara. This role involves managing and growing a portfolio of clients by understanding their trading and investment needs, providing product information, and offering suitable solutions. The Relationship Manager will handle day-to-day client interactions, respond to queries, resolve service issues, and ensure high levels of client satisfaction. Responsibilities include onboarding new clients, maintaining regular follow-up, coordinating with internal teams for smooth execution of transactions, and identifying opportunities for cross-selling and up-selling. The role also includes tracking client activity, preparing basic reports on portfolio performance, and staying informed about market trends to support client conversations.
Qualifications
- Ability to build and maintain strong client relationships, with a customer-focused and service-oriented mindset.
- Strong communication and interpersonal skills, including clear verbal and written communication in English and local languages.
- Basic understanding of financial markets, trading, and investment products; prior experience in broking or financial services is an advantage.
- Good organizational and time-management skills, with the ability to handle multiple client accounts and follow up systematically.
- Comfort using digital tools, trading platforms, and CRM or similar systems to manage client data and interactions.
- Relevant academic background such as a bachelor’s degree in finance, commerce, business, or a related field is preferred.
- Self-motivated, proactive approach to identifying client needs and commercial opportunities while adhering to ethical and regulatory standards.
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