Relationship Manager

Dhani Loans and Services (DLSL); Jaipur; On-site; INR 300,000 - 600,000; Full time

Job summary

Dhani Loans and Services (DLSL) is seeking candidates in Jaipur to provide advisory services to clients and acquire new ones through de-mat accounts. The ideal candidate will have a minimum of one year experience in equity broking and a strong understanding of capital markets. Key responsibilities include building client relationships and cross-selling products. The role requires a graduate degree and a certificate of NISM 8. Basic computer skills and communication proficiency in local language and English are essential.

Qualifications

• Minimum of 1 year experience in equity broking.
• Strong product knowledge and understanding of capital market.
• Understanding of local market and captive client base.

Responsibilities

• Provide advisory to existing clients.
• Acquire new clients through de-mat accounts and revenue generation.
• Generate brokerage.
• Educate clients about investments.
• Cross-sell third-party products.

Skills

Client advisory services

New client acquisition

Brokerage generation

Relationship building

Investment education

Cross-selling

Communication in local language and English

Basic computer knowledge

Education

Graduate from recognized university or college

Certificate of NISM 8

Job description

Job description

This role involves providing advisory services to existing clients and acquiring new clients through de‑mat accounts, brokerage generation, and revenue generation. The candidate will build relationships with clients, educate them about investments, and cross‑sell third‑party products.

Role & responsibilities

• Advisory to existing clients
• Experience in new client acquisition, de‑mat accounts & revenue generation
• Experience in brokerage generation
• Building relationships with the client & educating them about investments
• Knowledge about equity & stock market
• Cross selling of third‑party products

Preferred candidate profile

• Ability to speak in local language and English
• Graduate from recognized university or college
• Strong product knowledge and understanding of capital market
• Ideally minimum of 1 year experience in equity broking
• Holds latest certificate of NISM 8
• Understanding of local market and captive client base
• Should have basic computer knowledge of using email, Microsoft office and etc.