Business Relationship Manager(BRM)

Location: Mumbai

Education: Graduation ( MBA preferred)

Job Description:

BRM responsible for managing a portfolio of high-net-worth individuals (HNWIs) and commercial clients to grow their wealth and assets.

• Portfolio Management: Managing a dedicated book of retail, wealth, or corporate clients.
• Financial Advisory: Assessing client financial goals and offering structured investment products, loans, or insurance.
• Cross-Selling: Collaborating with product specialists to sell MF, Insurance, mortgages and treasury products.
• Risk Compliance: Ensuring all financial transactions and on boarding meet strict Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations

Became A Business Partner (BP)

Be Your Own Boss. Grow with Us!

• Work in Your Own Area: Join us as a Business Partner and build your business in your geographical area.
• Flexible Working: Work at your own pace, with no fixed working hours.
• Zero Investment: Start your own agency under our brand without any initial investment.
• Complete Marketing Support: Receive a visiting card, Partner Certificate, ID Card, brochure, and other marketing materials to help you grow your business.

Why Become a RupeeBox Finserv Business Partner?

• Attractive Earning Opportunities: Earn income by generating business and building a strong customer network.
• Training & Guidance: Get the necessary guidance and support to understand our services and grow your business.
• Build Your Own Network: Expand your reach, connect with new customers, and grow your business in your local area.

Partner with us. Build your network. Grow your future!