Relationship Manager

2 - 7 years

4 - 8 Lacs

Posted:3 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title:

Company:

About Centrum Broking Limited

J

Role Overview

Bank Channel Sales team

This role offers a fast-paced environment with direct exposure to clients, cross-selling opportunities, and clear growth into leadership positions.

Key Responsibilities

  • Drive

    client acquisition

    through assigned partner bank branches (Bandhan Bank and Unity Bank).
  • Manage and strengthen relationships with bank branch staff and customers to ensure consistent business inflow.
  • Achieve targets for

    KYC acquisition

    , fee income, and revenue growth.
  • Promote Centrum’s full suite of offerings – Equity Broking, PMS, Mutual Funds, and Depository Services.
  • Ensure

    client activation and onboarding

    within timelines.
  • Adhere to

    compliance, documentation, and operational discipline

    as per company and regulatory standards.
  • Provide

    training and product support

    to bank branch teams to enhance sales effectiveness.
  • Actively contribute to

    channel activation and business expansion

    within the assigned geography.

Key Result Areas (KRAs)Focus Area Weightage

  • 2-5 years of experience in

    capital markets, broking, or financial services sales

    .
  • Experience in

    bank channel sales / third-party distribution / client acquisition

    preferred.
  • Proven track record in achieving sales and revenue targets.
  • Strong relationship management and communication skills.
  • Sound understanding of

    KYC norms, financial products, and equity markets

    .
  • Self-motivated, target-oriented, and comfortable with travel.
  • Immediate joiners or those with short notice periods will be preferred.

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