Senior Relationship Manager

4 weeks ago


Mumbai, India HDFC securities Full time

Relationship Manager/Senior Relationship Manager - NRI / PBG Desk


Experience require
d: 4 Years

+
Job Descripti
o

n:
1. Trading on behalf of the clie

nts2. Building relationships with clients & educating them about Investme

nts3. Client Acquisition as per targets and cross selling of 3rd party produ

cts(MF, Insurance, SIP, et

c.)4. Client meetings and bank branch visits as per goal she

et.
Specialized Activit

ies:
1. Executing Trade Or

ders.2. Advising Clients based on Research Re

port.
Required Cri

teria:
1. Graduation i

s must.2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual

Funds)3. Stock Market knowledge is man

datory.4. Should possess good communication

skills.

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