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13 Relationship Officer Jobs in Mumbai

Relationship Officer

0-2 years

Delhi/Ncr, Mumbai

1 vacancy

Relationship Officer

Sun Life Financial

posted 23d ago

Job Role Insights

Flexible timing

Key skills for the job

Job Description

Job Purpose:


Acquire trader clients, execute transactions in equity, currency, and commodity markets, disseminate research insights, and generate revenue via broking, structured products, and third-party product sales like Mutual Funds, Loans, and Insurance. This role is a client-facing position pivotal in driving revenue generation and ensuring adherence to operational, compliance, and risk guidelines in a highly competitive and regulated broking environment.


Job Context & Challenges:


The Equity Advisor is responsible for:

  • Acquiring high-margin trader clients.
  • Executing equity (cash and derivatives), currency, and commodity transactions.
  • Efficiently managing customer orders and ensuring smooth branch operations.
  • Generating leads and selling third-party products (e.g., Insurance, SIPs, Mutual Funds).
  • Coordinating with internal teams (RMS, Activation, Surveillance) for seamless operations.
  • Approving limits and promoting the shift of offline clients to online platforms.

Key Result Areas:


  1. Client Acquisition & Revenue: Achieve targets, ensure profitability, and meet trading volume benchmarks.
  2. Trade Execution: Operate trading platforms (Equity, F&O, Currency), ensure KYC, and manage trade risks.
  3. Client Activation: Onboard new clients, transition them to online platforms, and re-engage dormant accounts.
  4. Cross-Selling Products: Promote Mutual Funds, Insurance, and other offerings to meet financial goals.
  5. Compliance & Risk Management: Follow SEBI guidelines, confirm trades, and secure client margins.




Employment Type: Full Time, Permanent

Read full job description

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What Relationship Officer at Sun Life Financial are saying

What Sun Life Financial employees are saying about work life

based on 615 employees
60%
95%
82%
58%
Flexible timing
Monday to Friday
No travel
Night Shift
View more insights

Sun Life Financial Benefits

Submitted by Company
Learning Based Ecosystem
High Performance Culture
Caring and Inclusive Culture
WELLNESS Day offs & additional Wellness allowance
EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing
VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food
Work From Home
Cafeteria
Health Insurance
Soft Skill Training
Education Assistance +6 more
View more benefits

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