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 energetic 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
n
n
Acquire recent 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

📌 Relationship Manager Sabarmati River (India)
🏢 PROMORE BROKING PRIVATE
📍 India