Senior Relationship Manager

1 week ago


Ludhiana, India HDFC securities Ltd Full time

Job Description


Responsibilities -

  • Execution of trade orders on behalf of clients, If Client is unable to trade online.
  • Building relationships with clients & educating them about Investments.
  • Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
  • Client meetings and bank branch visits as per goal sheet.


Qualifications & Required Criteria-

  • Graduation (preferably in finance specialization).
  • NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)/ IRDA.
  • Stock Market knowledge is mandatory.
  • Should possess good communication skills.
  • Minimum 4 years of relevant exp is required.



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