Senior Relationship Manager

3 weeks ago


Ludhiana, Punjab, India HDFC securities Full time

Job Title: Senior Relationship Manager

Job Summary:

We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at HDFC Securities. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert investment advice and guidance.

Key Responsibilities:

1. Execute trade orders on behalf of clients, ensuring timely and accurate execution.

2. Develop and maintain strong relationships with clients, understanding their investment goals and risk tolerance.

3. Conduct regular client meetings and bank branch visits to discuss investment opportunities and provide market updates.

4. Identify and pursue new business opportunities, cross-selling our products and services to existing clients.

Requirements:

1. Graduation in a finance-related field (preferably with a specialization in finance).

2. NISM 8 certification (Equity & Derivatives) or NISM 5 certification (Mutual Funds) is mandatory.

3. Strong knowledge of the stock market and investment products.

4. Excellent communication and interpersonal skills.



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