Relationship Manager -Broking

PROMORE BROKING PRIVATE LIMITED; Ahmedabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

PROMORE BROKING PRIVATE LIMITED is seeking a Relationship Manager / Senior Relationship Manager to drive client acquisition and deepen relationships across a multi-product portfolio including Equity, Mutual Funds, Insurance, and other investment products.

The role requires 5-6 years of experience in broking or banking, strong advisory and relationship skills, and a target-driven mindset to meet revenue and AUM goals while ensuring compliance and client satisfaction.

Qualifications

• 5-6 years of experience in client acquisition and investment advisory.
• Strong exposure to multiple products - Equity, Mutual Funds, Insurance, etc.
• Broking or Banking background with acquisition and advisory experience.
• Proven client relationship management and new client acquisition abilities.
• Excellent communication, negotiation, and interpersonal skills.

Responsibilities

• Acquire new clients and build a robust portfolio through networking, referrals, and market outreach.
• Provide comprehensive investment advisory across Equity, Mutual Funds, Insurance, and other financial products based on client risk profile and goals.
• Manage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growth.
• Achieve assigned revenue, AUM, and client acquisition targets.
• Keep clients informed on market trends, product updates, and investment opportunities.
• Ensure adherence to compliance, KYC, and regulatory guidelines in all client dealings.
• Maintain accurate client records and activity tracking (CRM/MIS).
• Collaborate with product and research teams to deliver informed advisory solutions.
• Handle client queries, grievances, and service requests promptly and professionally.

Skills

Client acquisition

Investment advisory

Relationship management

Multi-product sales

CRM/MIS

Education

Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field

Job description

Company Description PROMORE BROKING PRIVATE LIMITED is a financial services firm focused on delivering personalized investment and wealth management solutions. The company offers a range of products and services designed to help clients grow, protect, and manage their financial assets. PROMORE BROKING PRIVATE LIMITED emphasizes ethical practices, transparent advisory, and long-term client relationships. The team works closely with individuals and families to understand their financial goals and design tailored strategies. The organization values professionalism, client-centric service, and continuous learning in a dynamic financial market.

Job Title: Relationship Manager / Senior Relationship Manager - Broking

Department: Broking / Wealth Sales

Experience: 5-6 years

Role

We are looking for a dynamic Relationship Manager / Senior Relationship Manager to drive client acquisition and deepen relationships across a multi-product portfolio including Equity, Mutual Funds, Insurance, and other investment/broking products. The ideal candidate will have a strong track record in acquiring and advising clients within the Broking or Banking sector.

Key Responsibilities

• Acquire new clients and build a robust portfolio through networking, referrals, and market outreach
• Provide comprehensive investment advisory across Equity, Mutual Funds, Insurance, and other financial products based on client risk profile and goals
• Manage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growth
• Achieve assigned revenue, AUM, and client acquisition targets
• Keep clients informed on market trends, product updates, and investment opportunities
• Ensure adherence to compliance, KYC, and regulatory guidelines in all client dealings
• Maintain accurate client records and activity tracking (CRM/MIS)
• Collaborate with product and research teams to deliver informed advisory solutions
• Handle client queries, grievances, and service requests promptly and professionally

Candidate Profile

• 5-6 years of experience in client acquisition and investment advisory
• Strong exposure to multiple products - Equity, Mutual Funds, Insurance, etc.
• Preferred background: Broking or Banking industry, specifically in acquisition and advisory roles
• Proven ability in client relationship management and new client acquisition
• Strong communication, negotiation, and interpersonal skills
• Self-driven, target-oriented, and comfortable working in a fast-paced sales environment
• Relevant certifications (NISM/AMFI/IRDA) preferred

Educational Qualification

• Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field