Senior Relationship Manager
5 days ago
Company Description
HDFC securities, headquartered in Mumbai, has been serving retail and institutional investors since 2000. It offers a comprehensive range of investment products, including Equities, Mutual Funds, IPOs, ETFs, Bonds, and NPS, enhanced by value-added services like tax filing and online will writing. Known for its integrated 3-in-1 account (Trading + Demat + Savings) and excellent technology, HDFC securities supports over 2.1 million customers through 250+ branches in 190 cities. It is also an award-winning, socially conscious organization actively contributing to education, healthcare, and financial awareness.
Role Description
This is a full-time on-site role for a Sr. Relationship Manager based in Kochi. The Sr. Relationship Manager will be responsible for managing client relationships, ensuring customer satisfaction, and increasing product engagement. Day-to-day tasks include identifying and acquiring new clients, cross-selling financial products, conducting portfolio reviews, providing investment advice, and maintaining compliance with company protocols. The role requires proactive communication and a structured approach to meeting client expectations and business targets.
Qualifications
- Strong skills in client engagement, relationship management, and customer service
- Comprehensive understanding of investment products such as Equities, Mutual Funds, Bonds, and other financial services
- *Bachelor's degree in Finance, Business, Economics, or related fields; an MBA or certification such as NISM-8 , AMFI ( mandatory ) and NISM 21 A snd IRDA is preferred*
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