Job Description
Role- Relationship Manager / Senior Relationship Manager
Location : Mumbai | Rajkot
Reporting To: Branch Head
Experience: 2–6 Years
Role Overview
Responsible for managing and growing a new client base by driving broking and TPP revenue, acquiring clients, and strengthening client relationships through effective advisory and service.
Key Responsibilities
Achieve assigned targets for broking and TPP revenue
Acquire new clients for trading and investment accounts
Cross-sell and up-sell TPP products through direct client engagement
Ensure timely margin collection for trades across payment modes
Identify new business opportunities within existing client relationships
Provide advisory support and enhance client engagement and satisfaction
Eligib...
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