JOB DESCRIPTION - Relationship Manager - Broking

1. Position title: Relationship Manager (RM)

2. Department: Acquisition & Cross Selling

3. Reports to: Team Leader (TL)/Branch Head/Cluster Head

4. Purpose of the Job (Job Profile) :

- Relationship Manager is responsible for driving sales performance across multiple mapped bank branches and ISL branches within an assigned region for the broking business.
- The role focuses on achieving business growth through client acquisition, cross-selling investment products, improving productivity, strengthening channel partnerships, and ensuring regulatory compliance.
- The incumbent will build solid relationships with the banks & ISL Client. The role also involves coaching and training both bank branch teams to enhance product knowledge, customer engagement,



and overall business performance.

5. Key Responsibilities : • Business Development & Sales

- Cross Sales • Relationship Management • Compliance & Governance • Market Intelligence

6. Experience: • 2 5 years of experience in Financial Services, Stock Broking, Wealth Management, or Capital Markets.

- Proven track record of achieving sales and revenue targets.
- Experience in managing bank channel partnership is preferred.

7. Educational Qualification : Bachelors degree in business, Finance, and Commerce

• MBA (Marketing/Finance) preferred.

• NISM certifications as applicable

📌 Relationship Manager (New Delhi)
🏢 Reliance Capital
📍 New Delhi