Relationship Manager-Broking

PROMORE BROKING PRIVATE LIMITED; Mumbai; On-site; INR 700,000 - 1,600,000; 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/broking offerings. The ideal candidate will have a track record in broking or banking with advisory roles and a strong client-facing capability.

Based in Mumbai, you will work with a dynamic team in Broking / Wealth Sales, manage CRM/MIS, ensure

Qualifications

• 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, 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 in a fast-paced sales environment.
• Relevant certifications (NISM/AMFI/IRDA) preferred.

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

Cross-selling

Market knowledge

Education

Graduate/Postgraduate in Finance

Tools

CRM

MIS

Job description

Company Description PROMORE BROKING PRIVATE LIMITED is a financial services organization focused on delivering broking and investment solutions to a diverse client base. The company aims to provide reliable, transparent, and client-centric services across equity, derivatives, and other financial products. Operating in a dynamic and competitive market, PROMORE BROKING PRIVATE LIMITED emphasizes ethical practices, regulatory compliance, and long-term client relationships. Team members are encouraged to contribute ideas, develop professionally, and support the firm’s growth. The Mumbai office serves as a key hub for client engagement and market operations.

Relationship Manager / Senior Relationship Manager – Broking

Company Description PROMORE BROKING PRIVATE LIMITED is a financial services organization focused on delivering broking and investment solutions to a diverse client base. The company aims to provide reliable, transparent, and client-centric services across equity, derivatives, and other financial products. Operating in a dynamic and competitive market, PROMORE BROKING PRIVATE LIMITED emphasizes ethical practices, regulatory compliance, and long-term client relationships. Team members are encouraged to contribute ideas, develop professionally, and support the firm’s growth. The Mumbai office serves as a key hub for client engagement and market operations.

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