Senior Relationship Manager

Dear Colleague,

We are looking for RM/Sr Relationship Manager

Job Description is as below -

• Develop and maintain strong relationships with HNI and retail clients.
• Provide investment advice across equity, derivatives, mutual funds, and other financial products.
• Achieve revenue targets through cross-selling and upselling of broking services.
• Monitor client portfolios and suggest timely rebalancing strategies.
• Ensure compliance with regulatory guidelines and internal policies.
• Conduct regular client meetings and portfolio reviews.
• Collaborate with research and advisory teams to deliver value-added services.

Qualifications & Experience:

• Graduate/Postgraduate in Finance, Business Administration, or related field.
• Minimum 3 to 8 years of experience in the broking or financial services industry.
• Strong understanding of equity markets, trading platforms, and investment products.
• Excellent communication, interpersonal, and negotiation skills.
• NISM certifications (Series VIII, Series VII) preferred.

Interested candidate may share their resume at [email removed]