Broking Relationship Manager

Job Description: Relationship Manager - Broking
Location: Mumbai
Experience: 4-6Years
About the Role:
We are seeking a dynamic and results-driven Relationship Manager - Broking to join our
team at Fisdom. This role focuses on client acquisition, revenue generation, and providing
expert advisory services in trading and investments.
Key Responsibilities:
● Acquire new clients and generate broking revenue.
● Provide expert advice on trading and investment opportunities across all segments.
● Foster and deepen client relationships through regular interactions.
● Cross-sell financial products including Mutual Funds, Insurance, PMS, AIF, and more.
● Offer trading/advisory support to help clients achieve their financial goals.
● Maintain strong knowledge of Capital Markets & Derivatives to guide clients
effectively.
Candidate Profile:
● Mandatory: NISM Certification.
● Educational Qualification: Graduate or Post-Graduate in any discipline.
● Experience: 4-6 years in broking, wealth management, or related financial services.
● Strong presentation and communication skills.
● Thorough understanding of broking & wealth setup products.
Why Join Us?
● Attractive incentive structure with performance-based rewards.
● Opportunities for professional growth and development.
● Work with a passionate and supportive team at Fisdom