Shree Bahubali Stock Broking Limited is looking for dynamic, target-oriented and client-focused Relationship Managers to expand its wealth management and financial services business.

The candidate will be responsible for acquiring new clients, managing existing relationships and generating business across Equity, Mutual Funds, Alternative Investment Funds (AIF), IPOs, Bonds, Insurance, ETFs and other investment products.

Key Responsibilities

1. Client Acquisition & Business Development

- Acquire recent retail, affluent and HNI clients.
- Generate business through references, networking, field visits and tele calling.
- Develop and maintain a strong client acquisition pipeline.
- Achieve monthly and quarterly business targets.

2. Relationship Management

- Build and maintain long-term relationships with existing clients.
- Understand clients' financial goals and investment requirements.
- Regularly engage with clients to identify new business opportunities.
- Ensure excellent client servicing and retention.

3. Financial Product Sales





- Promote and generate business across Equity, Mutual Funds, AIF, IPOs, Bonds, ETFs and other financial products.
- Cross-sell relevant investment products to existing clients.
- Explain product features, risks and investment opportunities.
- Coordinate with internal teams for smooth client transactions and servicing.

4. Sales & Revenue Generation

- Generate brokerage and distribution revenue through assigned products.
- Identify opportunities to increase client wallet share.
- Conduct client meetings and product presentations.
- Maintain regular follow-ups and convert prospective clients into active customers.

5. Reporting & Performance

- Maintain accurate client databases and sales records.
- Submit regular sales and business development reports.
- Monitor individual revenue, client acquisition and business performance.
- Work towards assigned targets and organizational objectives.

📌 Relationship Manager (India)
🏢 Shree Bahubali Stock Broking
📍 India