Lead Portfolio Manager for Institutional Clients
1 month ago
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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