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 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.
nRelationship 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
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Acquire current 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 clie

📌 Relationship Manager Broking Maharashtra
🏢 PROMORE BROKING PRIVATE
📍 Maharashtra