Senior Relationship Manager

Job highlights

• PF, Travel Allowance (TA), Petrol Allowance, Health Insurance, ESI (ESIC)Job DescriptionRole: Relationship ManagerCompany: Leading Broking
• Location: Pune
• Job Type: Full Time Job Purpose:To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience. Job Description:New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Company.Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing

Role: Relationship Manager Company: Leading Broking | Location: Pune | Job Type: Full Time  Job Purpose: To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience.    Job Description: New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPs, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Company. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories. Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.  Role Requirements: Education: Graduate in any discipline. Experience: Minimum 1 year of relevant experience in the Broking, BFSI, NBFC, or Financial Services industry. Skills & Competencies: Strong product knowledge across Equity, Mutual Funds, Insurance & other investment products Strong Client Acquisition & Relationship Management Skills Ability to identify client needs and effectively cross-sell/upsell relevant investment and financial products.    Why Join Us? Career Growth: Opportunity to build and grow your career in the dynamic financial services industry. Diverse Product Exposure: Work across a wide range of investment and financial products while serving diverse client needs. Performance & Rewards: Be part of a performance-driven environment that recognizes achievements and offers opportunities for professional growth.