Relationship Manager (Equity Sales)

Dhani Loans and Services (DLSL); Bengaluru; Vor Ort; INR 350.000 - 650.000; Vollzeit

Zusammenfassung

Dhani Loans and Services (DLSL) in Bengaluru seeks a financial services professional to advise existing clients, acquire new clients, and generate brokerage through equity products. The role focuses on building strong client relationships and educating clients on investments.

The ideal candidate holds a graduate degree, has knowledge of capital markets, at least 1 year of equity broking experience, and a valid NISM 8 certificate, with good computer literacy for emails and MS Office.

Qualifikationen

• Must be a graduate from a recognized university.
• Strong knowledge of capital markets and equity products.
• Ideal candidate has 1 year of equity broking experience.
• Hold the latest NISM 8 certificate.
• Understanding of local market and captive client base.
• Basic computer skills including email and MS Office.

Aufgaben

• Advising existing clients on investments.
• Acquiring new clients and accounts, including D-Mat setup; revenue generation.
• Generating brokerage through sales of equity and related products.
• Educating clients about investments and market concepts.
• Building and maintaining client relationships.
• Cross-selling third-party products.

Kenntnisse

Multilingual communication

Capital market knowledge

Equity broking experience

Client relationship building

Cross selling

Ausbildung

Graduate from recognized university

Tools

MS Office

Email usage

Jobbeschreibung

Job description

Role & responsibilities

• 1) Advisory to existing clients
• 2) Experience in New client acquisition, De-mat Accounts & revenue generation,
• 3) Experience in Brokerage Generation.
• 4) Building relationships with the client & educating them about Investments
• 5) Knowledge about Equity & Stock Market
• 6) Cross selling of 3rd party products

Preferred candidate profile

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