Relationship Manager - Broking at finance company · Kanpur, Chennai, Mumbai, Navi Mumbai · 1 - 7 years · ₹5L - ₹6L / yr · Posted 27 Feb 2026

We have opening for Relationship Manager- Broking
Job location: Goa / Dhule / Jalgaon
Exp: 1 to 6 years
Working Days: 6 Days Working (1st, 3rd, 5th Saturday off, 2nd and 4th Working)
Working Timing: 9:30 AM to 6:30 PM
Relationship Manager- Broking
Key Responsibilities
- Build and maintain strong relationships with Authorized Partners (APs).
- Drive business growth and enhance partner revenue.
- Provide training, mentoring, and activation support for business partners.
- Ensure compliance with regulatory and procedural standards.
- Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading.
- Engage, motivate, and develop business partnerships.
- Deliver service excellence and meet key business KPIs.
Requirements
- Minimum 1 year of experience in broking/financial markets.
- Strong communication & relationship management skills.
- Good knowledge of financial markets & trading.
- Comfortable working in a target-driven environment.

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Job Description:
Job Overview
Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.
Key Responsibilities:
- Onboard referral partners and expand the business network while building strong relationships
- Act as the primary contact, ensuring smooth communication and partner support
- Drive revenue through partner leads, conversions, and engagement strategies
- Monitor performance, resolve issues, and identify opportunities through market insights.
Key Requirements.
- 3–5 years of experience in partnership, business development, or relationship management
- Strong English communication, negotiation, and interpersonal skills
- Proven ability to build relationships and achieve targets
- Self-driven, with the ability to manage multiple partners and analyze performance metrics
Preferred Skills.
- Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.
Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
Job Description – Channel Partner Department: Business Development / Partnerships Designation: Channel Partner Location: Bangalore / Bengaluru Employment Type: Full-time Experience: 2–6 years Industry: Fintech / Financial Services / Investments About the Role
We are looking for a driven and relationship-oriented Channel Partner to build, manage, and grow our network of strategic channel partners. The role will involve identifying potential partners, establishing strong business relationships, onboarding them, and driving revenue through partner-led business. The ideal candidate should have strong communication and relationship-management skills, a business development mindset, and an understanding of the financial services or fintech ecosystem.
Key Responsibilities
1. Partner Acquisition
* Identify and onboard new channel partners aligned with the company's business objectives. * Build a strong pipeline of prospective partners through market research, networking, referrals, and direct outreach. * Conduct partner meetings, presentations, and product/business discussions. * Evaluate partner potential based on market reach, customer base, business capability, and revenue potential.
2. Partner Relationship Management
* Develop and maintain long-term relationships with existing channel partners. * Act as the primary point of contact for partners and address their business and operational requirements. * Understand partner needs and identify opportunities for deeper collaboration. * Conduct regular partner reviews and business discussions to drive engagement and productivity.
3. Business & Revenue Growth
* Drive business generation through the channel partner network. * Set and track partner-wise business targets and performance. * Identify opportunities to increase partner contribution and customer acquisition. * Develop initiatives to improve partner activation, productivity, and retention. * Work closely with internal sales and business teams to ensure timely execution and closure of opportunities.
4. Partner Enablement * Ensure partners have a clear understanding of the company's products, processes, and value proposition. * Coordinate product training, onboarding sessions, and sales enablement initiatives. * Provide partners with relevant product information, marketing material, and sales support. * Gather market and partner feedback and share actionable insights with internal teams.
5. Market Development * Identify new markets, partner segments, and business opportunities. * Track competitor activity, market trends, and partner expectations. * Build a strong understanding of the fintech and financial services ecosystem. * Develop strategies to expand the partner network and increase market penetration.
6. Cross-functional Collaboration
* Work closely with Sales, Product, Operations, Marketing, Compliance, and Customer Success teams. * Coordinate partner onboarding and ensure documentation and compliance requirements are completed. * Resolve partner-related operational issues by coordinating with relevant internal stakeholders. * Maintain accurate partner data, pipeline updates, and business reports.
7. Key Performance Indicators (KPIs)
* Number of new partners onboarded * Partner activation and productivity * Partner-generated revenue/business volume * Revenue contribution per partner * Partner retention and engagement * Conversion rate of partner-generated leads * Achievement of monthly/quarterly business targets * Expansion of the active partner network
Requirements *
2–6 years of experience in Channel Sales,
Partner Management, Business Development, Partnerships, or Relationship Management. * Experience in **fintech, financial services, investments, lending, wealth management, insurance, or related industries** is preferred. * Proven ability to build and manage external business relationships. * Strong communication, negotiation, and presentation skills. * Ability to identify business opportunities and convert them into partnerships. * Strong commercial understanding and target-oriented approach. * Comfortable working in a fast-paced and entrepreneurial environment. * Good analytical and problem-solving skills. * Willingness to travel for partner meetings and business development, when required.
What We Are Looking For
* Strong ownership and execution mindset. * Relationship builder with the ability to establish trust with partners. * High energy and proactive approach to business development. * Ability to work independently and manage multiple partner relationships. * Strong negotiation and stakeholder-management capabilities. * Customer and partner-first approach. * Ability to turn partnerships into measurable business outcomes.
Why Join Us?
* Opportunity to work in a fast-growing fintech environment. * Exposure to the fintech and financial services ecosystem. * Opportunity to build and scale strategic partnerships. * High ownership and visibility across business functions.
Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
Job Title: Business development Manager/ Key account Manager
Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata
Job type: Full time, On site
About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals
1. BFSI Solutions
2. KYC and background check Solutions
3. AI Solutions
Key Responsibilities
•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company
•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.
•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry
•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business
•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively
Must have work Experience
- Ability of customer facing Business-to-Business and Client Acquisition.
- Previously handled clients from technology & BFSI sector
- Understanding of channel operating models and conflict resolution.
- Prior experience from Bank or Fintech Industry background.
Qualification & Functional Skills
•Graduate in any stream
•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends
•Ability to develop and conduct effective presentations with decision makers.
•Impact & Influence
•Need for Achievement (nAch)
•Building Relationships & Networking
•Willing to work in a high-pressure & changing sales setup
•Excellent verbal and written communication skills
•Good MS Power-Point and MS-Excel skills
For more visit www.timbleglance.com
Business Development Manager (BDM)(Services)
Company Name - Inflow Technologies
Company details
Founded in 2005, Inflow Technologies is a niche player in the IT Infrastructure Distribution Services industry providing Value Added Distribution in Networking, Cyber Security, Unified Communications and Collaboration, AIDC, Surveillance, Server, Storage & Software related Products & Services in India/South Asia.
Inflow is headquartered in Bangalore with presence across 20+ locations, enabling resellers to design, deploy and adopt IT Infrastructure solutions to facilitate their customer needs. This initiative, supported by a strong technical team of 120+ certified resources, assists channel partners throughout their sales cycle.
Inflow has an annual run-rate revenue of USD 700+ Million.
Location - Mumbai, Bangalore
Mode of Working - Work From Office
Days of Working - 5 Days a week
Responsibilities
Position Overview:
A BDM Professional is responsible for handling - Sales for Professional Services / Consulting/ Training and assessments for a Region.
Key Responsibilities:
- Needs to be proficient in IT Channel sales.
- 4+ years of experience in Channel Management & Channel Development in IT industry.
- Operate/position between the partners and their customers as a common entity
- Needs to work closely with the Delivery arm of Services for better solution positioning.
- Candidate should have strong understanding on Techno-commercial aspects of business.
- Must have excellent oral and written communication skills, including presentation skills.
- Should be strong in interpersonal skills.
- Candidate will be responsible for driving sales in his region for Professional Services, Support, Consulting, Training & Assessments
Skills Needed
Core Requirements
- Education & Experience: 4+ yrs of Experience in Channel Sales
Qualification - Graduate or Post Graduate
Minimum 4+ years experience
Interview process
2 Rounds Virtual and Final Face to Face
Key Deliverables:
● We're looking for a Partner Relations
● This role involves building and strengthening our connections with investors to
guarantee their contentment and active engagement.
● Act as the go-to contact for any investor-related questions or correspondence.
● Maintain robust relationships with our current investors, ensuring they're well-informed
about how their investments are performing through regular updates and reports.
● Formulate and execute customer acquisition and retention strategies.
● Organise and manage investor events, meetings, and presentations, whether online or
face-to-face, to conduct investment awareness programs.
● Work closely with other departments, such as finance, legal, and management.
● Keep a pulse on market trends, competitor moves, industry norms and regulatory
updates.
Key Competencies and skills:
● Good understanding of Finance and Financial Products
● Outstanding ability to interact and communicate with others.
● Willing to work flexible hours, focusing on customers' needs.
● Dedication to continually learn and adapt in a rapidly changing investment scene.
● Excellent skills in both writing and speaking, capable of explaining complex financial
topics simply and directly.
● Excellent at building relationships and interacting with people, always putting the
customer first in managing investor relations.
● Capable of juggling multiple tasks and setting priorities in a busy setting.
● Attention to detail and has a keen ability to analyse and solve problems.
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
Job Opening: Sales Manager (SaaS / RegTech)
Client: Leading RegTech and compliance solutions company in India
Industry: Software (SaaS) / Compliance & Payroll Services
Location: Chennai
Role Overview
We are looking for an accomplished sales professional for our client's Chennai location. You will open doors in a defined territory and be responsible for achieving revenue targets from the prospective customer base.
Key Responsibilities
- Generate new business through cold calling and outreach.
- Follow up with prospects and arrange demos and meetings.
- Build and maintain strong knowledge of the products, industry competitors, and market trends and needs.
- Forecast, manage, and report on pipeline and sales activity.
Requirements
- Minimum 5 years of software or services sales experience in the IT industry.
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- Excellent written and verbal communication.
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About the Client
The client is a leading Regulatory Technology (RegTech) company in India that helps organizations across the country with ease of doing business. It offers a multi-tenant SaaS platform (web and mobile) backed by a comprehensive, near real-time legal and compliance database. It also provides compliance and payroll outsourcing services, with an in-house team of legal, compliance, and payroll experts serving clients across India.
Work with the Founder to identify and prioritise the most promising customer segments, then build and manage a qualified sales pipeline. Potential channels include cafés and restaurants, corporate and institutional accounts, premium retail, gifting, events and residential communities. • Prospect actively through cold outreach, referrals, LinkedIn, WhatsApp, field visits, networking and direct introductions. • Conduct product meetings, tastings and sampling with prospective customers and decisionmakers. • Understand customer requirements, prepare commercial proposals, negotiate terms and convert opportunities into paid orders. • Manage the complete account journey—from first conversation and order confirmation through payment, collections, reorder and account growth. • Maintain an accurate CRM or sales tracker covering leads, meetings, proposals, next actions, closures, lost opportunities, account revenue and reorder behaviour. • Coordinate with production and operations so that samples, stock and deliveries remain aligned with active opportunities.










