Client Relationship Manager - Equity

Job Title: CRM – Equity (Fresher Level)

Location: Chandigarh
Company: D.R. Shares & Stock Brokers
Job Type: Full-Time | On-site
Experience: 0–1 Year (Freshers Welcome)

About Us:

DR Brokers is a fast-growing and trusted stockbroking firm empowering individuals and businesses to make smart investment decisions Since 1992. We are expanding our equities team and are looking for fresh, enthusiastic talent to deliver excellent customer service in the equity segment.

Role Overview:

As a CRM – Equity, you will play a key role in assisting clients with their equity trading accounts, resolving queries, and supporting the trading team. You’ll be the first point of contact for equity investors and will help ensure a smooth and professional client experience.

Key Responsibilities:

• Handle client queries related to equity trading, demat accounts, and transactions
• Assist clients in placing orders or resolving trading-related issues
• Guide new clients on account opening, KYC, and onboarding process
• Coordinate with internal teams to ensure timely issue resolution
• Maintain updated records using CRM software/tools
• Educate clients about basic trading features, platforms (like NSE/BSE terminals), and compliance

What We’re Looking For:

• Any graduate (Commerce/Finance background preferred)
• Strong interest in stock markets and equity trading
• Good communication skills (verbal & written)
• Basic knowledge of demat, trading, and equity market terms
• Proficient in MS Office, especially Excel
• Willing to learn, grow, and work in a fast-paced environment

Salary & Perks:

• Salary: ₹15,000 – ₹20,000/month (based on interview & skills)
• Mobile Reimbursement
• Health Insurance
• Training & Development Opportunities
• Performance Incentives
• Friendly, Learning-Oriented Culture

Working Hours:

• Timmings: 8:45 AM – 5:30 PM
• Saturday Timmings: 10 AM - 2 PM
• 4th Saturdays Off

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Experience:

• total work: 1 year (Preferred)

Work Location: In person