Relationship Manager (Equity Sales)

Dhani Loans and Services (DLSL); Kolkata District, Ahmedabad District, Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Dhani Loans and Services (DLSL) in Kolkata seeks an aspiring equity broking professional to advise existing clients and acquire new ones. You will drive revenue through brokerage generation, De-mat accounts, and cross-selling financial products.

Applicants should have capital markets knowledge, 1+ year experience, and a recognized degree. Proficiency in local language and English, plus basic computing skills, is required.

Qualifications

• Ability to communicate in local language and English.
• Graduate from a recognized university or college.
• Strong knowledge of capital markets and equity products.
• Minimum 1 year of experience in equity broking is preferred.
• Knowledge of NISM 8 certificate required or in-progress.
• Understanding of local market and captive client base.
• Basic computer and email/Office skills.

Responsibilities

• Advisory to existing clients on investments.
• New client acquisition and revenue generation, including De-mat accounts.
• Generating brokerage and building client relationships.
• Educating clients about investments and equities.
• Cross-selling of third-party financial products.

Skills

Equity market knowledge

Equity broking experience

NISM 8 certification

Local language + English

MS Office / Computer literacy

Education

Graduate from a recognized university/college

Tools

Email

Microsoft Office

Job description

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.