Relationship Manager

Company Description Globe Capital Market Limited is a leading financial services organization with over 35 years of experience in the Indian capital markets. The company provides comprehensive trading and clearing services across major exchanges, including GIFT City, serving a wide range of individual and institutional clients. Its offerings span equities, commodities, derivatives, and other investment products, enabling clients to access diverse investment opportunities. Globe Capital is committed to delivering innovative financial solutions, strong market expertise, and long-term value, creating a dynamic environment for professionals interested in capital markets and client relationship management.

Role Description This is a full-time, on-site Relationship Manager role based in Jalandhar. The Relationship Manager will be responsible for acquiring and managing client accounts, understanding client investment needs, and recommending suitable financial products across equities, commodities, and derivatives. The role involves regular client meetings, portfolio reviews, and proactive communication to ensure high levels of client satisfaction and retention. The Relationship Manager will coordinate with internal teams for trade execution, documentation, and issue resolution, while tracking market developments and product offerings to provide informed guidance. The position also includes meeting business targets, maintaining accurate client records, and adhering to regulatory and compliance requirements.

Qualifications

• Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
• Solid understanding of capital markets, including equities, commodities, derivatives, and related investment products.
• Sales and business development capabilities, including client acquisition, lead management, and target-oriented work.
• Effective communication and interpersonal skills, with proficiency in explaining financial concepts in clear, accessible language.
• Analytical and problem-solving skills for assessing client needs, reviewing portfolios, and identifying appropriate solutions.
• Ability to work on-site in Jalandhar, manage a client portfolio, and collaborate with cross-functional teams.
• Bachelors degree in Finance, Business, Economics, or a related field; professional certifications in securities or investment advisory are an advantage.
• Prior experience in brokerage, wealth management, or financial services is preferred, along with familiarity with regulatory and compliance practices.