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Senior Relationship Manager

2 months ago

Borivali, India HDFC securities Full time

Senior Relationship Manager


Job Description:

1. Trading on behalf of the clients

2. Building relationships with clients & educating them about Investments

3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP, etc)

4. Client meetings and bank branch visits as per goal sheet.

Specialized Activities:

1. Executing Trade Orders.

2. Advising Clients based on Research Report.



Required Criteria:

  1. Graduation is must.
  2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
  3. Stock Market knowledge is mandatory.
  4. Should possess good communication skills.