Company Description PROMORE BROKING PRIVATE LIMITED is a financial services organization focused on delivering broking and investment solutions to a diverse client base. The company aims to provide reliable, transparent, and client-centric services across equity, derivatives, and other financial products. Operating in a agile and competitive market, PROMORE BROKING PRIVATE LIMITED emphasizes ethical practices, regulatory compliance, and long-term client relationships. Team members are encouraged to contribute ideas, develop professionally, and support the firm’s growth. The Mumbai office serves as a key hub for client engagement and market operations.Relationship Manager / Senior Relationship Manager – BrokingDepartment: Broking / Wealth Sales Experience: 5–6 yearsRoleWe are looking for a dynamic Relationship Manager / Senior Relationship Manager to drive client acquisition and deepen relationships across a multi-product portfolio including Equity, Mutual Funds, Insurance, and other investment/broking products. The ideal candidate will have a strong track record in acquiring and advising clients within the Broking or Banking sector.Key ResponsibilitiesAcquire new clients and build a robust portfolio through networking, referrals, and market outreachProvide comprehensive investment advisory across Equity, Mutual Funds, Insurance,



and other financial products based on client risk profile and goalsManage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growthAchieve assigned revenue, AUM, and client acquisition targetsKeep clients informed on market trends, product updates, and investment opportunitiesEnsure adherence to compliance, KYC, and regulatory guidelines in all client dealingsMaintain accurate client records and activity tracking (CRM/MIS)Collaborate with product and research teams to deliver informed advisory solutionsHandle client queries, grievances, and service requests promptly and professionallyCandidate Profile5–6 years of experience in client acquisition and investment advisoryStrong exposure to multiple products — Equity, Mutual Funds, Insurance, etc.Preferred background: Broking or Banking industry, specifically in acquisition and advisory rolesProven ability in client relationship management and new client acquisitionStrong communication, negotiation, and interpersonal skillsSelf-driven, target-oriented, and comfortable working in a fast-paced sales environmentRelevant certifications (NISM/AMFI/IRDA) preferredEducational QualificationGraduate/Postgraduate in Finance, Commerce, Business Administration, or related field

📌 Relationship Manager-Broking (Maharashtra)
🏢 PROMORE BROKING PRIVATE
📍 Maharashtra