Senior Relationship Manager – Wealth & Stock Broking
Recex View all jobs
- Kolkata, West Bengal
- Permanent
- Full-time
Build a strong personal book through references, networking, and market outreach
Drive broking revenue, margin funding, and trading activity
2. Wealth Product Cross-SellingIdentify opportunities and advise clients on:
Mutual Funds
PMS and AIFs
Structured Products and Bonds
Increase wallet share and client stickiness
3. 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
4. Market & Advisory EngagementTrack markets actively and engage clients with actionable insights
Coordinate with research and dealing teams for execution
Convert market opportunities into revenue-generating ideas
5. Business Ownership MindsetBuild and manage your own client P&L
Focus on monthly revenue generation and long-term compounding of client base
Participate in seminars, investor meets, and business development initiatives
Candidate Profile3–8 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