Relationship Manager

Job Summary

Position - Relationship Manager

Exp - 2 to 3 Years

Notice Period - Immediate Joiner- 60 days

Working days/ Timing - 5.5 days (9 am to 6 pm)

Location - Jalna

Were looking for a target-driven Relationship Manager to acquire and grow a client base for our broking and third-party product (TPP) business managing everything from new account activation to margin collections and cross-selling investment products.

Key Responsibilities

• Acquire new clients and activate trading accounts
• Drive revenue across Broking (Equity) and TPP (Insurance, PMS, Mutual Funds)
• Collect trading margins through both online and offline (cheque/RTGS) modes
• Work client databases for activation, reactivation, and retention
• Cross-sell Insurance, PMS, and Mutual Fund (Lumpsum/SIP) products to existing clients

Key Skills

• Proven experience in client acquisition within broking/financial services
• Strong track record of achieving revenue and collection targets
• Cross-selling ability across investment and insurance products
• Disciplined, database-driven approach to client management
• Good negotiation and follow-up skills

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.