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 energetic 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 – Broking

Department

Broking / Wealth Sales Experience:

5–6 years

Role We 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 Responsibilities

Acquire new clients and build a robust portfolio through networking, referrals, and market outreach Provide comprehensive investment advisory across Equity, Mutual Funds, Insurance,



and other financial products based on client risk profile and goals Manage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growth Achieve assigned revenue, AUM, and client acquisition targets Keep clients informed on market trends, product updates, and investment opportunities Ensure adherence to compliance, KYC, and regulatory guidelines in all client dealings Maintain accurate client records and activity tracking (CRM/MIS) Collaborate with product and research teams to deliver informed advisory solutions Handle client queries, grievances, and service requests promptly and professionally Candidate Profile

5–6 years of experience in client acquisition and investment advisory Strong exposure to multiple products — Equity, Mutual Funds, Insurance, etc.

Preferred background: Broking or Banking industry, specifically in acquisition and advisory roles Proven ability in client relationship management and new client acquisition Strong communication, negotiation, and interpersonal skills Self-driven, target-oriented, and comfortable working in a fast-paced sales environment Relevant certifications (NISM/AMFI/IRDA) preferred Educational Qualification

Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field

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