<h3>Job Description: Relationship Manager - Sales</h3>Company:&nbsp;Caring Click EnterpriseLocation:&nbsp;AhmedabadPosition Type:&nbsp;Full-Time&nbsp;<h4>&nbsp;</h4><h4>Key Responsibilities:</h4>&nbsp;1.&nbsp;New Client Acquisition:l&nb

We are providing financial services to clients as per their financial needs and provide business opportunities of financial services.

<h3>Job Title:</h3>Relationship Manager – Sales<h3>Job Description:</h3>As a Relationship Manager in the financial services sector, your role will involve managing client relationships, identifying sales opportunities, and achieving business targets by providing financial solutions tailored to client needs.<h3>Key Responsibilities:</h3>Client Acquisition &amp; Relationship Management:<ul><li class="ql-indent-1">Acquire and manage a portfolio of clients in the financial services domain.</li><li class="ql-indent-1">Build and maintain strong relationships with existing and prospective clients.</li><li class="ql-indent-1">Understand client financial goals and recommend suitable products and services.</li></ul>Sales &amp; Business Development:<ul><li class="ql-indent-1">Achieve assigned sales targets for products such as mutual funds, insurance, loans, PMS, and stock broking.</li><li class="ql-indent-1">Identify cross-selling and upselling opportunities to enhance revenue.</li><li class="ql-indent-1">Conduct financial planning sessions with clients and convert leads into sales.</li></ul>Market Research &amp; Strategy:<ul><li class="ql-indent-1">Analyze market trends to identify potential business opportunities.</li><li class="ql-indent-1">Propose sales strategies to penetrate new markets and enhance client retention.</li></ul>Client Servicing:<ul><li class="ql-indent-1">Ensure timely resolution of client queries and grievances.</li><li class="ql-indent-1">Provide clients with updates on market developments and investment opportunities.</li></ul>Compliance &amp; Reporting:<ul><li class="ql-indent-1">Ensure adherence to regulatory guidelines and company policies.</li><li class="ql-indent-1">Maintain accurate records of client interactions and sales activities in CRM systems.</li><li class="ql-indent-1">Generate periodic reports on sales and client engagement metrics.</li></ul><h3>Qualifications &amp; Skills:</h3><ul><li>Educational Background:</li><li>Bachelor’s degree in finance, Business, or a related field. MBA/CFP/CFA is a plus.</li><li>Experience:</li><li class="ql-indent-1">1–5 years of experience in financial services sales (mutual funds, insurance, equity broking, or similar).</li><li class="ql-indent-1">Proven track record in achieving sales targets and managing client relationships.</li><li>Skills:</li><li class="ql-indent-1">Strong communication, negotiation, and interpersonal skills.</li><li class="ql-indent-1">Knowledge of financial products and services.</li><li class="ql-indent-1">Ability to analyze client needs and provide appropriate solutions.</li><li class="ql-indent-1">Proficiency in MS Office and CRM tools.</li></ul><h3>Key Performance Indicators (KPIs):</h3><ul><li>Achievement of sales and revenue targets.</li><li>Growth in client portfolio size and client retention rate.</li><li>Number of successful cross-sell/upsell deals.</li><li>Client satisfaction scores.</li></ul><h3>Work Environment:</h3><ul><li>Full-time, Office-Based</li><li>Opportunity to Travel locally for client meetings.</li></ul>

Job Title: Education Loan Relationship ExecutiveLocation: Caring Click, 406, ABC-I, Near Saint Xavier's Corner, Off CG. Road, Navrangpura, Ahmedabad. Job Type: Full-time Job Description:As an Education Loan Sales Executive, you will be responsible for generating leads and converting them into successful education loan sales. Your role will involve working with students, educational institutions, and financial institutions to ensure smooth processing of education loans. Key Responsibilities:- Identify potential students or families in need of education loans.- Generate leads through marketing, and partnerships with educational institutions.- Explain loan details, including interest rates, repayment terms, and eligibility criteria to clients.- Assist applicants in completing loan applications and guide them through the documentation process.- Build and maintain relationships with clients and educational institutions for continuous business.- Coordinate with banks and other financial institutions to ensure smooth loan disbursement.- Achieve monthly and quarterly sales targets.- Stay updated on the latest education loan products and offers.- Provide excellent post-sales support and resolve any customer queries or issues related to education loans. Key Skills:- Strong sales and negotiation skills.- Excellent communication and interpersonal skills.- Knowledge of education loan products and financial services.- Target-oriented and ability to work under pressure.- Basic knowledge of financial documentation and loan processes.- Ability to handle multiple clients and prioritize work efficiently. Qualifications:- Bachelor's degree in any discipline.- 1-3 years of experience in sales (preferably in loans or financial services).- Experience in education loans or similar financial products will be an advantage.- Proficiency in local languages and English. Salary: Competitive salary with performance-based incentives.

Job Summary:As an Investment Advisor, you will be responsible for providing clients with expert advice on investment strategies, financial planning, and wealth management. You will help clients achieve their financial goals by recommending appropriate investment products, managing portfolios, and providing comprehensive financial analysis. This role requires a deep understanding of financial markets, investment products, and a strong commitment to client service.Key Responsibilities:Client Relationship Management:<ul><li class="ql-indent-1">Establish and maintain strong relationships with clients.</li><li class="ql-indent-1">Conduct regular meetings to review financial goals, investment portfolios, and performance.</li><li class="ql-indent-1">Provide personalized investment advice tailored to each client's financial situation, risk tolerance, and objectives.</li></ul>Investment Strategy and Planning:<ul><li class="ql-indent-1">Develop and implement investment strategies to meet clients' financial goals.</li><li class="ql-indent-1">Conduct comprehensive financial analyses, including retirement planning, tax strategies, and estate planning.</li><li class="ql-indent-1">Monitor market trends, economic conditions, and investment research to provide informed advice.</li></ul>Portfolio Management:<ul><li class="ql-indent-1">Construct and manage client investment portfolios, ensuring appropriate asset allocation and diversification.</li><li class="ql-indent-1">Regularly review and rebalance portfolios to align with clients' objectives and market conditions.</li><li class="ql-indent-1">Utilize various financial instruments, including stocks, bonds, mutual funds, ETFs, and alternative investments.</li></ul>Compliance and Risk Management:<ul><li class="ql-indent-1">Ensure all investment activities comply with relevant regulations and firm policies.</li><li class="ql-indent-1">Conduct risk assessments and recommend strategies to mitigate potential risks.</li><li class="ql-indent-1">Maintain accurate and detailed records of client interactions, transactions, and performance.</li></ul>Business Development:<ul><li class="ql-indent-1">Identify and pursue opportunities to acquire new clients.</li><li class="ql-indent-1">Develop and implement marketing strategies to promote investment advisory services.</li><li class="ql-indent-1">Participate in networking events, seminars, and community activities to build the firm's presence and reputation.</li></ul>

<ul><li> </li><li>Identifying and generating new business opportunities.</li><li>Identifying and evaluating new business opportunities through market research and analysis.</li><li>Maintaining Relationship Existing and New Clients</li><li>Expanding the organization’s customer base</li><li>Analyzing market trends to create effective strategies</li><li>Finding prospective clients and converting them into clients of the brokerage house.</li><li>Assisting clients with trading and investment needs.</li><li>Representing Broking in your area.</li><li>Contributing to revenue growth and building client relationships.</li><li>Revenue sharing of 40% - 70%.</li><li>Candidate Must 21 Years And Above</li><li>Interested to Run Own business</li><li>Person should be Min Investment Capacity of Rs 1 Lacs</li></ul>

Key Responsibilities:	 	 	 	 Communicating daily trading calls and investing ideas to customers.	 	 Maintaining regular relations with clients.	 	 Individually Operate NSE/BSE terminals.	 	 Through knowledge of all NSE/BSE rules and regulations.	 	 To advise the clients from time to time based on the research advice.	 	 Generating Brokerage and Volume.	 	 To trade for clients, keeping them informed about rates, research information, and market outlook, order and trade details and confirmations.	 	  Identify and develop new streams for equity revenue growth and maintaining cordial relationships with existing clients.	 	 Developing relationships with HNI clients and Generating leads through References.	 	 	 	 Potentials Candidates: 	 	 Any Graduate/Post Graduate (preferably in Finance) with any other qualification / certification like CFP will be an advantage.	 	 NISM Certified	 	  Looking for potentials with an ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being with a thorough understanding for financial markets.	 	 Should have good oral and written communication, interpersonal and analytical skills with clarity of thought, speech and expression with positive attitude and result oriented individual.	 	 	 	 Location – C.G. Road, Navarangpura, Ahmedabad	 	 	 	 How to apply: Please send your resume and mention your key achievement by way of email to ID with Subject –“Application for Dealer” on connect@caringclick.com

Caring Click Enterprises LLP