Senior Relationship Manager – Wealth & Stock Broking

About Us

We are a fast-growing wealth management firm with an AUM exceeding ₹700+ crores, offering differentiated domestic and international investment solutions.

In strategic partnership with India's Leading Stock Broker, we provide clients with a comprehensive platform across equities, wealth products, and advisory solutions, backed by strong research, execution, and product depth.

We focus on high-quality client engagement, premium seminars, and long-term wealth creation.

Role OverviewWe are looking for a Senior Relationship Manager who can think like a business owner, build a strong client franchise, and drive consistent revenue in stock broking and wealth management.

This role is ideal for professionals, especially traders or revenue-focused individuals, who want to break the limitations of fixed salary and scale income based on performance.

• Key Responsibilities

• Client Acquisition & Revenue BuildingAcquire and onboard HNI, UHNI, and active trading clients
• Build a strong personal book through references, networking, and market outreach
• Drive broking revenue, margin funding, and trading activity

Wealth Product Cross-Selling

• Mutual Funds
• Identify opportunities and advise clients on:
• PMS and AIFs
• Structured Products and Bonds

Increase wallet share and client stickiness

• Client Relationship & RetentionBuild long-term relationships with high-value clients
• Act as a trusted advisor, not just a transaction executor
• Ensure consistent engagement through meetings, calls, and updates

Market & Advisory Engagement

• Coordinate with research and dealing teams for execution
• Track markets actively and engage clients with actionable insights
• Convert market opportunities into revenue-generating ideas

Business Ownership Mindset

• Focus on monthly revenue generation and long-term compounding of client base
• Build and manage your own client P&L
• Participate in seminars, investor meets, and business development initiatives

Candidate Profile

• 3–8 years of experience in stock broking, wealth management, or financial services
• Strong inclination towards trading, markets, and client engagement
• Existing client base is preferred but not mandatory
• High ownership mindset and strong drive to grow income
• Strong communication and relationship-building skills

Compensation Structure

• Fixed salary plus highly performance-linked earnings
• Opportunity to earn ₹1 lakh or more per month based on revenue generation
• Fast-track growth for consistent performers
• Clear path to higher fixed compensation and leadership roles

Why Join us ?

• Entrepreneurial platform to build your own client franchise
• Performance-driven income structure without artificial limits
• Access to a full suite of wealth and broking products
• Strong backend support including research, dealing, and execution
• Premium positioning through HNI-focused seminars and events
• Opportunity to work on domestic and international wealth opportunities