Senior Relationship Manager

Kunvarji; Pune District, Mumbai, Ahmedabad District; On-site; INR 800,000 - 2,000,000; Full time

Job summary

Kunvarji is seeking hands-on Relationship Managers for Equity, Commodity and Wealth products to build a client base and generate revenue across diverse markets in India. The role welcomes professionals who can source clients directly or via referral networks and B2B partners, emphasizing practical market knowledge over formal titles.

The ideal candidate will manage client relationships end-to-end, from acquisition to revenue realization, with the option for team leadership for ambitious

Qualifications

• 5–12 years in stockbroking, commodity broking, wealth distribution or related financial services.
• Existing client relationships or referral networks or demonstrated ability to build business independently.
• Expert knowledge of equity, F&O, commodities and investment products relevant to the role.
• Strong client handling skills and practical approach to business development.
• Self-driven with client acquisition, revenue targets and regular follow-ups.

Responsibilities

• Acquire new clients and build a revenue-generating book from scratch.
• Develop business through direct client acquisition, referrals, B2B relationships and partner networks.
• Generate revenue across equities, derivatives, commodities and wealth products based on client requirements.
• Build long-term client relationships through regular engagement and service.
• Reactivate dormant clients and increase business from existing relationships.
• Coordinate with research, dealing and product teams for suitable solutions.
• Take ownership of client activity, revenue, service issues and continuity.
• For team leaders: Build and guide a small team while remaining accountable for business generation.

Skills

Client acquisition

Revenue generation

Relationship management

Market knowledge

Business development

Team leadership

Tools

CRM systems

Stockbroking platforms

Job description

Relationship Managers Equity, Commodity & Wealth

• Organization: Kunvarji Finstock Private Limited (KFPL) | Kunvarji Wealth Solutions
• Location: Mumbai / Ahmedabad
• Experience: Min 5-7 years & Up to 12-15 years
• Role: Individual Contributor / Team Leader
• Business: Equity, Commodity, Insurance, Third Party AUM based product distribution

About the Role

• We are looking for hands-on Relationship Managers who can build a client base, generate revenue and take ownership of their business.
• The role is open to professionals who can bring business directly through clients or through referral partners, business associates and B2B relationships.
• We value practical market knowledge, common sense and the ability to build sustainable business over designations or large-team experience.

Key Responsibilities

• Acquire new clients and build a revenue generating book of business from scratch.
• Develop business through direct client acquisition, referrals, B2B relationships and partner networks.
• Generate revenue across equities, derivatives, commodities and wealth products based on client requirements.
• Build long-term client relationships through regular engagement, service and follow-ups.
• Reactivate dormant clients and increase business from existing relationships.
• Understand client requirements and coordinate with research, dealing and product teams for suitable solutions.
• Take ownership of client activity, revenue, service issues and relationship continuity.
• For team leaders: Build and guide a small team while remaining directly accountable for business generation.

What We Are Looking For

• Up to 12 years of experience in stockbroking, commodity broking, wealth distribution or related financial services.
• Existing client relationships, referral networks or a demonstrated ability to build business independently.
• Expert knowledge of equity, F&O, commodities and investment products relevant to the role.
• Very strong client handling skills, commercial sense and a practical approach to business development.
• Self - driven professionals comfortable with client acquisition, revenue targets and regular follow-ups.
• A strong sense of client ownership, reliability and accountability.

What Will Not Work

• Profiles dependent on company provided leads and/or focused only on servicing existing clients without new business development.
• Purely supervisory profiles without hands-on client or revenue responsibility.

What Matters to Us

Client acquisition. Revenue generation. Relationship ownership. Consistent performance.