Dhanlabh Capital Services LLP
Website:
dhanlabhcapital.com
Job details:
Company Description Dhanlabh Capital Services LLP is a professional wealth management firm serving clients across India. The company works with retail investors, SMEs, and high net-worth individuals to design structured, goal-based financial plans. Its advisory approach is research-driven and transparent, with a strong focus on aligning strategies to each client's risk profile. Team members collaborate closely with clients to help them achieve long-term financial objectives through disciplined and personalized planning.
Role Description The Relationship Manager is responsible for managing and growing client relationships, primarily with retail, SME, and high net-worth clients. Day-to-day activities include understanding client financial goals, preparing and presenting investment proposals, and providing ongoing portfolio reviews and recommendations. The role involves coordinating with internal teams for research inputs, ensuring timely service delivery, and maintaining accurate client records and documentation. The Relationship Manager will also identify new business opportunities through referrals and networking, while ensuring compliance with regulatory and internal policies. This is a full-time, on-site role based in New Delhi.
Qualifications
- Strong client relationship management and interpersonal skills, with the ability to build trust and communicate clearly with diverse client profiles.
- Sound understanding of investment products, financial planning, and wealth management concepts, including goal-based planning and risk profiling.
- Analytical and research abilities to interpret market information, assess client portfolios, and make data-driven recommendations.
- Proficiency in using CRM tools, spreadsheets, and presentation software for client reporting and documentation.
- Excellent verbal and written communication skills, including the ability to explain financial concepts in simple, practical terms.
- Strong ethical standards, attention to detail, and commitment to regulatory compliance and transparent client servicing.
- Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; professional certifications such as NISM, CFP, or similar are an advantage.
- Prior experience in wealth management, banking, or financial advisory roles is preferred, especially in client-facing positions.
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