About this role
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, Maharashtra
Skills- New client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experienceCross-selling ability
Exp- 2 to 3 Years
Notice Period- Immediate Joiner- 60 days
Working days/ Timing- 5.5 days (9 am to 6 pm)
Location- Jalna, Maharashtra
Skills- New client acquisition experience in broking/financial services, Revenue target achievement, Margin/fund collection experienceCross-selling ability
About the Role:
We're 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
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