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Investment Client Manager and Growth Strategist

1 week ago

Mumbai, Maharashtra, India HDFC securities Full time
About the Role:

HDFC Securities is seeking an Investment Client Manager and Growth Strategist to join our team. As a Virtual Relationship Manager, you will be responsible for managing client relationships and driving business growth through strategic partnerships and collaborations.


Key Responsibilities:
  • Client Relationship Management: Build and maintain strong relationships with existing clients, identifying opportunities for cross-selling and upselling relevant financial products and services.
  • Client Acquisition: Develop and execute targeted strategies to attract new clients, meeting or exceeding quarterly acquisition targets.
  • Strategic Partnerships: Collaborate with internal stakeholders to develop and maintain relationships with key partners, driving business growth through joint initiatives and co-branded campaigns.

Skills and Qualifications:
  • Graduation: Mandatory. We are looking for individuals with a strong academic background and a passion for the financial sector.
  • Stock Market Knowledge: A solid understanding of the stock market and related products is essential. Experience in sales, marketing, or customer-facing roles within the financial industry is preferred.
  • Good Communication Skills: Excellent verbal and written communication skills are necessary for building strong relationships with clients and internal stakeholders.
  • NISM Certification: NISM 8 / 5A certification is required for this position.