Strategic Investment Manager

4 days ago


Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000

About HDFC Securities

HDFC Securities is a leading financial services company that provides a wide range of investment products and services to its clients.

Job Description:

We are seeking a skilled professional to execute trade orders on behalf of clients, provide exceptional customer service, build strong relationships with clients, and educate them about various investment opportunities.

  • Execute trade orders efficiently and accurately.
  • Provide informed advice to clients based on research reports.
  • Achieve client acquisition targets and cross-sell third-party products such as mutual funds, insurance, and systematic investment plans (SIPs).
  • Maintain regular client meetings and visit bank branches as per the goal sheet.

Key Responsibilities:

  • Client Relationship Management.
  • Trade Order Execution.
  • Cross-Selling.
  • Client Meetings and Visits.

Required Skills and Qualifications:

To succeed in this role, you will need to have:

  • A graduation degree in finance or a related field from a recognized university.
  • NISM 8 certification in equity & derivatives, NISM 5 certification in mutual funds, and IRDA certification.
  • Strong stock market knowledge and understanding of various financial instruments.
  • Excellent communication skills to interact effectively with clients.

Benefits:

We offer a dynamic work environment, competitive compensation packages, and opportunities for growth and development.

What We Offer:

An attractive salary package, comprehensive benefits, and opportunities to grow your career in a dynamic organization.



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