We are looking for an experienced Senior Relationship Manager to manage and grow a portfolio of clients, generate current business, and provide investment and financial solutions based on client requirements.

Key Responsibilities
Acquire recent clients and develop long-term relationships with existing clients.
Generate revenue through equity broking, mutual funds, insurance, and investment products.
Manage client portfolios and ensure regular engagement and service.
Identify cross-selling and up-selling opportunities.
Achieve monthly targets for revenue, client acquisition, and AUM/margin.
Conduct client meetings and provide market/investment updates.
Coordinate with internal teams for smooth account opening and client servicing.
Maintain solid client relationships and ensure high customer satisfaction.

Candidate Profile




Graduate/Postgraduate in any discipline.
2–6 years of experience in stock broking, wealth management, banking, or financial services.
Strong communication, sales, negotiation, and relationship-management skills.
Good knowledge of equity markets and financial products.
Target-oriented with the ability to independently handle clients and business development.

Pay: ₹25,000.00 - ₹45,000.00 per month

Benefits
Flexible schedule
Health insurance
Life insurance
Paid sick time
Provident Fund

Experience
Securities & Exchange Commission: 2 years (Required)

Location
Mowa, Raipur, Chhattisgarh (Required)

Work Location: In person

📌 Senior Relationship Manager Mowa (India)
🏢 Choice Equity Broking Pvt.Ltd
📍 India