Senior Relationship Manager

2 months ago


Kannur, India HDFC securities Full time

Senior Relationship Manager_Branch Dealing Raipur


Experience required: 5 Years to 10 yrs


Job Description:


1. Execution of trade orders on behalf of 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 (preferably in finance specialization).

2. NISM 8 certification (Equity & derivatives), NISM 5 certification (Mutual Funds), IRDA Certification

3. Stock Market knowledge is mandatory.

4. Should possess good communication skills.



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