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 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.

Relationship Manager / Senior Relationship Manager – BrokingDepartment: Broking / Wealth Sales
Experience: 5–6 years

RoleWe are looking for a agile 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 robust track record in acquiring and advising clients within the Broking or Banking sector.
Key Responsibilities
Acquire recent 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 prompt

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