Lead Portfolio Manager for Institutional Clients

1 month ago


Mumbai, Maharashtra, India HDFC securities Full time

Job Summary:

We are seeking a seasoned Senior Relationship Manager to join our team at HDFC Securities, where you will be responsible for building and maintaining relationships with our institutional clients. As a key member of our dealing desk, you will play a crucial role in driving business growth and delivering exceptional client service.

About the Role:

This is an exciting opportunity for a highly motivated and experienced professional to lead our portfolio management efforts for institutional clients. You will be responsible for executing trade orders, advising clients based on research reports, and cross-selling our products and services. If you have a passion for stock market knowledge and excellent communication skills, we encourage you to apply for this challenging role.

Key Responsibilities:

  • Call and trade on behalf of clients
  • Build relationships with clients and educate them about investments
  • Client acquisition as per targets and cross-selling of third-party products (MF, Insurance, SIP etc)
  • Client meetings and bank branch visits as per goal sheet
  • Executing trade orders
  • Advising clients based on research reports

Requirements:

  • Graduation is mandatory
  • NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
  • Stock market knowledge is mandatory
  • Good communication skills

Location:

Fort, Vashi, Thane, Andheri, Borivali

Estimated Salary: ₹12-15 Lakhs per annum, depending on experience and qualifications.



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