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 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
