Senior Relationship Manager

3 weeks ago


Kannur, India HDFC securities Full time

Role: Senior Relationship Manager (Branch Dealing Desk)


Experience required: Minimum 5 years & above


Job Description:


1. Call & Trade 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.


Location:

Fort, Vashi, Thane, Andheri , Borivali



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