About the Role
Company Description National Equity is a financial services organization focused on delivering accessible, transparent, and customer-centric solutions. The company supports individuals and businesses with a range of equity, lending, and investment-related products designed to promote long-term financial growth.
Role Description The Relationship Manager is a full-time, on-site role based in Faridabad. This role is responsible for managing and growing a portfolio of clients by understanding their financial needs, recommending suitable products, and providing ongoing support.
Day-to-day tasks include meeting clients in person, handling inbound and outbound calls, responding to queries, preparing proposals, and ensuring timely documentation and follow-up. The Relationship Manager will coordinate with internal teams to ensure smooth onboarding, servicing, and resolution of client issues. The role also involves tracking perfo...
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