Relationship Manager

Dhani Loans and Services (DLSL); Kanpur, Chennai District, Hyderabad; On-site; INR 300,000 - 400,000; Full time

Job summary

Dhani Loans and Services (DLSL) in Kanpur is looking for candidates for a dynamic role in client advisory and investment education. The ideal candidate should have a graduate degree, proficiency in local languages and English, and at least one year of experience in equity broking.

The role involves acquiring new clients, providing advisory services, and building lasting relationships with clients while promoting various investment products. Candidates must also have a basic understanding of the stock market and be computer literate.

Qualifications

• Ability to speak in local language and English.
• Strong product knowledge and understanding of capital market.
• Ideally minimum of 1 year experience in equity broking.

Responsibilities

• Advisory to existing clients.
• Experience in new client acquisition and revenue generation.
• Building relationships with clients and educating about investments.

Skills

Client advisory

New client acquisition

Know-how in equity & stock market

Cross-selling

Local language proficiency

Education

Graduate from recognized university or college

NISM 8 certificate

Tools

Microsoft Office

Job description

Job description

Role & responsibilities

• Advisory to existing clients
• Experience in new client acquisition, de‑mat accounts and revenue generation
• Experience in brokerage generation
• Building relationships with the client & educating them about investments
• Knowledge about equity & stock market
• Cross selling of 3rd 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.

Role: BFSI, Investments & Trading - Other