Job Title: Relationship Manager – Financial Services

Company: Devmani Traders Pvt. Ltd.

Location: Fort, Mumbai (Office-based)

Job Type: Full time

Experience: 1–3 Years

Vacancies: 1

About the Company

Devmani Traders Pvt. Ltd. is an established financial services firm since 2008. We are an Authorised Person of Kotak Securities Ltd. and an AMFI Registered Mutual Fund & SIF Distributor.

We are looking for a dynamic and client-focused Relationship Manager to manage and develop relationships with our existing clients, handle equity trading activities and grow our financial services business.

Key Responsibilities:

- Manage relationships with allotted clients through calls, WhatsApp, emails and meetings.
- Handle client queries and provide regular updates on their portfolios and holdings.
- Execute equity cash and F&O; trades strictly as per client instructions.
- Monitor client positions, margins and trading activities.
- Build and maintain long-term client relationships.
- Promote mutual funds, SIF, insurance and loan products.
- Generate referrals and increase business from existing clients.
- Coordinate with research and operations teams.
- Maintain client records and regular MIS reports.





Eligibility & Requirements:

- 1–3 years of experience in relationship management at a stockbroker, bank or financial services firm.
- Mandatory NISM Series VIII – Equity Derivatives certification.
- Graduate in any discipline.
- Good knowledge of equity markets, F&O; and financial products.
- Good communication and client-handling skills.
- Working knowledge of MS Excel and CRM.
- English and Hindi communication skills; Marathi/Gujarati preferred.
- Existing HNI client network will be an added advantage.

What We Offer:

- Fixed salary plus performance-based incentives.
- Established client base.
- Research, operations and back-office support.
- Growth opportunities in the financial services industry.

How to Apply: Interested candidates can share their updated CV and NISM certificate at:

Email: [email protected]

Contact: 022 42134213

Subject: Application – Relationship Manager

Work Location: 108 Horniman Circle Chambers, Fort, Mumbai – 400001.

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits

- Food provided

Work Location: In person

📌 Relationship Manager (Mumbai)
🏢 Devmani Traders
📍 Mumbai