Relationship Manager(Field)

Job Title: CA Connect- Growth Executive

Company: Choice Connect Pvt. Ltd.  

Location: Dhule, Mumbai, Jalgaon, Nasik, Ch. Sambhajinagar, Nagpur, and the Rest of Maharashtra

Job Overview: 

We are seeking a dynamic Relationship Manager to drive business growth by engaging with Chartered Accountants (CAs) and their clients. The ideal candidate will be responsible for building strong professional relationships, providing tailored financial solutions, and achieving sales targets in the financial services sector, specifically in the Stock Market, Wealth Management, Insurance, and Merchant Banking.  

Key Responsibilities:  

- Acquisition & Retention: Identify, onboard, and maintain long-term relationships with Chartered Accountants. 

- Cross-Selling: Identify opportunities to cross-sell financial products and maximize client value by offering complementary solutions.  

- Business Development: Understand CA and client financial needs to offer customized investment and financial solutions.  

- Revenue Growth: Achieve and surpass sales targets, contributing to the companys overall growth.  

- Client Engagement: Ensure high-quality service delivery by coordinating with internal teams and

addressing client needs effectively.  

- Market Analysis: Stay updated on industry trends and competitor strategies to identify new business opportunities.  

Qualifications & Experience:

- Minimum 6 months of sales experience in financial services, wealth management, insurance, or

related fields.  

- Semi-Qualified CA or Wealth Manager preferred.  

- Strong interpersonal, communication, and negotiation skills to develop lasting client relationships.  

- Goal-oriented & proactive with the ability to manage multiple CAs and their clients effectively.  

- Ability to thrive in a fast-paced environment while meeting targets.  

If you are passionate about financial consulting, relationship management, and driving business

success, we invite you to be a part of Choice Connect Pvt. Ltd.