Job Description
Position- Relationship Manager
Exp- 2 to 3 Years
Notice Period- Immediate Joiner- 60 days
Working days/ Timing- 5.5 days (9 am to 6 pm)
Location- Jalna, Maharashtra
Skills- New client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experience Cross-selling ability

About the Role:

We're looking for a target-driven Relationship Manager to acquire and grow a client base for our broking and third-party product (TPP) business — managing everything from new account activation to margin collections and cross-selling investment products.

Key Responsibilities:

- Acquire new clients and activate trading accounts

- Drive revenue across Broking (Equity) and TPP (Insurance, PMS, Mutual Funds)

- Collect trading margins through both online and offline (cheque/RTGS) modes





- Work client databases for activation, reactivation, and retention

- Cross-sell Insurance, PMS, and Mutual Fund (Lumpsum/SIP) products to existing clients

Key Skills:

- Proven experience in client acquisition within broking/financial services

- Strong track record of achieving revenue and collection targets

- Cross-selling ability across investment and insurance products

- Disciplined, database-driven approach to client management

- Good negotiation and follow-up skills

Requirements
Current client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experience Cross-selling ability

📌 Relationship Manager (India)
🏢 Arting Digital Private
📍 India