Job DescriptionCompany 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 dynamic 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.

NRelationship Manager / Senior Relationship Manager – Broking

NDepartment: Broking / Wealth Sales

NExperience: 5–6 years

NRole

nWe 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.

NKey Responsibilities

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



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

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- 5–6 years of experience in client acquisition and investment advisory
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- Strong exposure to multiple products — Equity, Mutual Funds, Insurance, etc.
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- Preferred background: Broking or Banking industry, specifically in acquisition and advisory roles
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- Proven ability in client relationship management and current client acquisition
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- Strong communication, negotiation, and interpersonal skills
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- Self-driven, target-oriented, and comfortable working in a fast-paced sales environment
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- Relevant certifications(NISM/AMFI/IRDA) preferred
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nEducational Qualification

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- Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field
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📌 Relationship Manager-Broking (Alibag)
🏢 PROMORE BROKING PRIVATE
📍 Alibag