Senior Client Relationship Executive

4 days ago


Mumbai, Maharashtra, India HDFC securities Full time

**Key Responsibilities:**

  • Place orders for clients after obtaining proper consent.
  • Develop and maintain strong relationships with clients, providing them with investment education and guidance.
  • Acquire new clients as per targets and promote third-party products, such as mutual funds, insurance, fixed deposits, and RBI bonds.
  • Conduct client meetings and joint meetings with bank relationship managers.
  • Pitch research ideas to customers and provide them with investment solutions.

**Requirements:**

  • Graduation is mandatory.
  • NISM 8 certification (Equity & Derivatives) or NISM 5 certification (Mutual Funds) is required.
  • Strong knowledge of the stock market is essential.
  • Excellent communication skills are necessary for success in this role.

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