Job Summary

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

Were 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 current 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
Solid track record of achieving revenue and collection targets
Cross-selling ability across investment and insurance products
Disciplined, database-driven approach to client management
Positive negotiation and follow-up skills

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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