21 Sep
|
PROMORE BROKING PRIVATE
|
Alibag
21 Sep
PROMORE BROKING PRIVATE
Alibag
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 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.
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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- N
- Acquire new clients andbuild a robust portfolio through networking, referrals, and market outreach N
- Provide comprehensive investment advisory across Equity, Mutual Funds, Insurance, and other financial products based on client risk profile and goals N
- Manage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growth N
- Achieve assigned revenue, AUM, and client acquisition targets N
- Keep clients informed on market trends, product updates, and investment opportunities N
- Ensure adherence to compliance, KYC, and regulatory guidelines in all client dealings N
- Maintain accurate client records and activity tracking (CRM/MIS) N
- Collaborate with product and research teams to deliver informed advisory solutions N
📌 Relationship Manager-Broking (Alibag)
🏢 PROMORE BROKING PRIVATE
📍 Alibag