Dalal Street Investment Journal (DSIJ) is looking for a dynamic and result-oriented Relationship Manager to join our Investment Services team. The ideal candidate should possess a strong understanding of the equity markets along with proven experience in selling investment products or financial services. This role involves acquiring new clients, nurturing existing relationships, and promoting DSIJ's investment advisory services and subscription-based research products.
Key Responsibilities
- Acquire current retail and HNI clients through outbound sales and relationship building.
- Promote and sell DSIJ's investment advisory services and research subscriptions.
- Understand client investment requirements and recommend suitable products.
- Achieve monthly revenue and sales targets.
- Build long-term relationships with clients through regular engagement.
- Handle client queries and provide timely support.
- Ensure high renewal and retention of existing clients.
- Cross-sell and upsell relevant financial products and services.
- Maintain high standards of customer satisfaction.
- Keep updated with stock market trends and investment opportunities.
Candidate Profile
- Graduate in any discipline.
- 6+ years of experience in Investment Sales, Equity Advisory, Stock Broking, Wealth Management, Financial Product Sales, or Relationship Management.
- Good understanding of equity markets and investment products.
- Experience in outbound sales and revenue generation.
- Experience handling Retail and HNI clients.
- Strong communication, negotiation, and relationship management skills.
- Comfortable working with monthly sales targets.
- NISM Series XV certification preferred. Candidates willing to complete the certification within 2 months of joining may also apply.
- Fluency in English, Hindi, and one regional language is preferred.
Preferred Industry
- Stock Broking
- Wealth Management
- Investment Advisory
- Financial Services
- Capital M