Relationship Manager

Role- Relationship Manager / Senior Relationship Manager

Location: Mumbai | Rajkot

Reporting To: Branch Head

Experience: 26 Years

Role Overview

Responsible for managing and growing a new client base by driving broking and TPP revenue, acquiring clients, and strengthening client relationships through effective advisory and service.

Key Responsibilities

Achieve assigned targets for broking and TPP revenue

Acquire new clients for trading and investment accounts

Cross-sell and up-sell TPP products through direct client engagement

Ensure timely margin collection for trades across payment modes

Identify new business opportunities within existing client relationships

Provide advisory support and enhance client engagement and satisfaction

Eligibility

26 years of experience in relationship management, preferably in stock broking

Strong communication, analytical, and client-handling skills

Ability to work in a target-driven environment

Qualification

Graduate from any stream

MBA / Post Graduate in Marketing, Finance, or related field preferred