Financial Advisor

Job Description

Job Title: Relationship Manager Advisory Location: Mumbai (Goregaon) Company: Bonanza Portfolio Limited Job Summary: We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity to lead a high-performing team and contribute to our client-focused approach in the fast-paced financial services industry. Key Responsibilities: Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance. Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention. Monitor market developments, provide regular updates and recommendations to the team and clients. Resolve escalated client queries and issues promptly and professionally. Collaborate with senior management to design and implement strategies for business expansion and client engagement. Ensure adherence to regulatory compliance, internal policies, and quality standards. Qualifications and Skills: Bachelor’s degree Business Administration in Finance or a related field Minimum of 3–7 years of experience in financial services, broking, or wealth management. Strong knowledge of broking business, investment products, and financial markets. Proven track record of leading successful sales and client management teams. Excellent communication, leadership, and interpersonal skills. Ability to build and maintain relationships with clients and investors. NISM VIII certifications preferred. Show more Show less