Company Description PROMORE BROKING PRIVATE LIMITED is a financial services firm focused on delivering personalized investment and wealth management solutions. The company offers a range of products and services designed to help clients grow, protect, and manage their financial assets. PROMORE BROKING PRIVATE LIMITED emphasizes ethical practices, transparent advisory, and long-term client relationships. The team works closely with individuals and families to understand their financial goals and design tailored strategies. The organization values professionalism, client-centric service, and continuous learning in a energetic financial market.

Job Title: 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 solid track record in acquiring and advising clients within the Broking or Banking sector.

Key Responsibilities
Acquire current 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 pro

📌 Relationship Manager Rajkot (India)
🏢 PROMORE BROKING PRIVATE
📍 India