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Job Description & How to Apply Below
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
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