Job DescriptionCompany 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.
nJob Title: Relationship 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 robust track record in acquiring and advising clients within the Broking or Banking sector.
nKey Responsibilities
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- Acquire new clients and build a robust portfolio through networking, referrals, and market outreachn
- Provide comprehensive investment advisory across Equity, Mutual Funds, Insurance, and other financial products based on client risk profile and goalsn
- Manage and deepen relationships with existing clients to drive retention, cross-sell, and wallet share growthn
- Achieve assigned revenue, AUM, and client acquisition targetsn
- Keep clients informed on market trends, product updates, and investment opportunitiesn
- Ensure adherence to compliance, KYC, and regulatory guidelines in all client dealingsn
- Maintain accurate client records and activity tracking (CRM/MIS)n
- Collaborate with product and research teams to deliver informed advisory solutionsn
- Handle client