Client Relationship Intern (Financial Services)

Role

Location

Duration

Stipend:

Role Brief:

Client Relationship Intern

Responsibilities:

• Conduct outbound calls to newly registered and existing Dhanush clients to drive trading activity.
• Clearly explain the benefits, features, and usage of Dhanush’s trading and investment platform.
• Guide clients through their trade execution and provide assistance with platform navigation if needed.
• Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
• Identify client needs and proactively cross-sell suitable financial products to drive revenue.
• Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.

Requirements:

• Bachelor’s degree completed in Business, Finance, Marketing, or a related field
• Strong verbal and written communication skills
• Confident, persuasive, and customer-oriented approach.
• Knowledge of financial services or an interest in the investment space
• Ability to work independently, manage time effectively, and take initiative

Our Websites:

https://www.ashikagroup.com/

https://retailbroking.ashikagroup.com/