Relationship Manager -Broking

PROMORE BROKING PRIVATE LIMITED · India

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.

Department: Broking / Wealth Sales

Experience: 5–6 years

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.

• 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

• 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

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