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Strategic Portfolio Advisor

2 weeks ago

Mumbai, Maharashtra, India HDFC securities Full time

Job Description:

HDFC Securities is committed to delivering exceptional customer experiences and fostering long-term relationships with clients. We are seeking a highly skilled Strategic Portfolio Advisor to join our team.

Key Responsibilities:

  • BUILDING RELATIONSHIPS WITH CLIENTS: Develop and maintain strong, professional relationships with existing and potential clients, providing them with personalized investment advice and portfolio management services.
  • CLIENT ACQUISITION AND CROSS-SELLING: Identify new business opportunities, acquire new clients, and cross-sell relevant financial products and services to existing clients.
  • CUSTOMER MEETINGS AND BRANCH VISITS: Regularly meet with clients to discuss their investment goals, provide updates on market trends, and conduct branch visits as per goal sheets.

Specialized Activities:

We expect our Strategic Portfolio Advisors to possess in-depth knowledge of the financial markets and to be able to advise clients based on research reports. This will enable them to provide expert guidance on investments and help clients make informed decisions about their portfolios.

Required Criteria:

To be successful in this role, you will need to have a degree and hold certifications such as NISM 8 (Equity & Derivatives) or NISM 5 (Mutual Funds). You must also have a solid understanding of the stock market and its various segments. Your ability to analyze complex data, identify trends, and provide actionable recommendations will be crucial in helping clients achieve their financial objectives.