RELATIONSHIP MANAGER
Dhanovaa Financial Services
Also a Business Associate (Broking) of Motilal Oswal Financial Services
Location: Edappally, Kochi
Salary: ₹25,000 – ₹30,000 per month + Attractive Incentives
Target-Based Role
About Us
Dhanovaa Financial Services is a leading wealth management firm providing comprehensive investment solutions to individuals, professionals, NRIs, and business owners.
We offer:
Mutual Funds
GIFT City Dollar Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Specialized Investment Funds (SIF)
Equity trading.
Key Responsibilities
Generate new business opportunities through referrals, networking, and client meetings.
Build and maintain long-term relationships with clients.
Promote and distribute investment products offered through Dhanovaa Financial Services.
Conduct client meetings and presentations.
Achieve monthly business and revenue targets.
Follow up on leads and convert prospects into clients.
Coordinate with internal teams for onboarding and servicing clients.
Maintain accurate records of client interactions and sales activities.
Desired Candidate Profile
Graduate in any discipline (MBA preferred).
Experience in sales, marketing, banking, insurance, financial services, or wealth management preferred.
Excellent communication and relationship-building skills.
Self-motivated with a passion for sales and client acquisition.
Knowledge of financial products is an advantage (training will be provided).
What We Offer
Fixed Salary + Performance Incentives
Professional Training & Mentorship
Career Growth in Wealth Management
Opportunity to work with Premium Investment Solutions
Pay: ₹25,000.00 - ₹30,000.00 per month
Benefits:
Work Location: In person
