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Urgently required - Senior Relationship Manager – Wealth & Stock Broking

Key Responsibilities1. Client Acquisition & Revenue Building

Acquire and onboard HNI, UHNI, and active trading clients

Build a strong personal book through references, networking, and market outreach

Drive broking revenue, margin funding, and trading activity

- Wealth Product Cross-Selling

Identify opportunities and advise clients on:

Mutual Funds

PMS and AIFs

Structured Products and Bonds

Increase wallet share and client stickiness

- Client Relationship & Retention

Build long-term relationships with high-value clients

Act as a trusted advisor, not just a transaction executor

Ensure consistent engagement through meetings, calls, and updates

- Market & Advisory Engagement

Track markets actively and engage clients with actionable insights





Coordinate with research and dealing teams for execution

Convert market opportunities into revenue-generating ideas

- Business Ownership Mindset

Build and manage your own client P&L;

Focus on monthly revenue generation and long-term compounding of client base

Participate in seminars, investor meets, and business development initiatives

Candidate Profile

3–8 years of experience in stock broking, wealth management, or financial services

Strong inclination towards trading, markets, and client engagement

Existing client base is preferred but not mandatory

High ownership mindset and strong drive to grow income

Robust communication and relationship-building skills

📌 Senior Relationship Manager – Wealth & Stock Broking (Kolkata)
🏢 RECEX
📍 Kolkata