Acquisition Relationship Manager
5 days ago
Job Title:
Relationship Manager- Bank Channel (Sales)
Company:
Centrum Broking Limited
Location:
Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | Durgapur
Experience:
2- 5 years in Capital Markets / Financial Services
Compensation:
INR 4-8 LPA (Depending on experience)
Joining:
Immediate joiners preferred (Notice period buyouts open)
About Centrum Broking Limited
Centrum Broking Limited is a full-service broking house offering a wide range of equity-oriented solutions to a cross-section of clients including high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), and institutions. With a philosophy deeply rooted in the
"Client First"
approach, Centrum provides holistic solutions for stock market needs- covering equity broking, portfolio management, and depository services.
Role Overview
Seeking dynamic and result-driven professionals to join our
Bank Channel Sales team
. The Relationship Manager (RM) will be responsible for driving client acquisition through partner bank branches (Bandhan Bank & Unity Bank), managing relationships, ensuring KYC activations, and achieving revenue and acquisition targets.
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
KYC Acquisition (Sales) & Fee Income- 50%
Recruitment & Training- 15%
Channel Activation and Growth in Reach- 15%
Client Activation- 10%
Job Discipline & Compliance- 10%
- Desired Candidate Profil
e2-5 years of experience in
capital markets, broking, or financial services sale
s - .Experience in
bank channel sales / third-party distribution / client acquisitio
n 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 market
s - .Self-motivated, target-oriented, and comfortable with travel
- .Immediate joiners or those with short notice periods will be preferred
.
-
Relationship Manager
5 days ago
Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per yearRole DescriptionThis is a full-time, on-site Relationship Manager role based in West Bengal, India min 1year exp in financial market. The Relationship Manager will be responsible for managing client relationships, onboarding new clients, and providing tailored financial product and service recommendations. The role includes portfolio reviews, responding to...
-
Sr. Relationship Manager
24 hours ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDescriptionJob Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to...
-
Relationship Manager
5 days ago
Kolkata, West Bengal, India JRK Stock Broking Full time ₹ 5,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesCritical Responsibilities:Acquire NTF (New to the Firm) clients and generate revenue for us.Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients.Offer wealth advisory services to clients.Ensure the growth of AUM (Assets Under Management) or book size in Mutual...
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearElite Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales Elite Relationship Manager Department WCG – Elite Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan,...
-
Branch Relationship Manager
23 hours ago
Kolkata, West Bengal, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:Job Title - Branch Relationship ManagerPlace of work - MumbaiBusiness Unit - Retail Banking Function -Branch BankingJob Purpose - The role entails scaling up the Retail Banking business for the bankby leading customer service, cross-sell and premium customer acquisition for thebranch. It also entails...
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:Job RequirementsRole/Job Title: Relationship Manager - Corporate CoverageFunction/ Department: Wholesale BankingJob Purpose:The job purpose is to spearhead business generation within stringent and dynamic regulations and bank's risk appetite to expand the volume of trade.Roles & Responsibilities:Ensure seamless customer on boarding by...
-
Relationship Manager-NRI
1 day ago
Kolkata, West Bengal, India Acura Solution Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description:Job Title: Relationship Manager-NRIDepartment: Retail BankingJob Purpose:The role entails deepening the relationship by providing solutions to meet the requirements of theNRI customers and ensuring value-added customer service. The role will closely collaborate withthe product and operations teams to drive effective customer acquisition,...
-
Select Relationship Manager
7 days ago
Kolkata, West Bengal, India OM Careers Full time ₹ 9,00,000 - ₹ 12,00,000 per yearINDUSIND BANK Hiring Select Relationship Manager - Branch Banking LiabilitiesJob Summary :The main job is to manage HNI clients in the branch/ areaIdentify key staff in client companies to cultivate profitable relationships.Client Management and relationship management will be the main KRA for the RMOwning the revenue target for the region and monitoring...
-
Opening in Leading bank as Relationship manager
2 weeks ago
Kolkata, West Bengal, India TenHeads consultant Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:Relationship Management :o Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersto Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.o Identify...
-
Kolkata, West Bengal, India ERM Placement Services Full time ₹ 6,00,000 - ₹ 18,00,000 per yearResponsibilities:Land Identification & EvaluationFinancial & Commercial AnalysisNegotiation & Deal StructuringRelationship ManagementCoordination & ReportingQualifications & Experience• Bachelors degree in Civil Engineering, Architecture, Business Administration, or related field.MBA preferred.• 8–12 years of experience in land acquisition, development...