Job Title
2 weeks ago
Company Description
Since 2000, HDFC securities has been serving a diverse customer base of retail and institutional investors. Headquartered in Mumbai, it offers an extensive product suite for investing in Equities, Mutual Funds, ETFs, Fixed Deposits, Bonds, and more. The company provides digital platforms like Mobile Trading App, ProTerminal, and Arya- a voice-enabled investing assistant. HDFC securities has established itself as a preferred trading platform with its integrated 3-in-1 account, backed by state-of-the-art technology. The company boasts over 250 branches across 190 cities, serving more than 2.1 million customers and actively contributes to CSR activities.
Role Description
This is a full-time, on-site role for [Job Title] located in Kolkata. The [Job Title] will be responsible for day-to-day tasks including customer assistance, financial advisory, market analysis, and selling financial products. The role involves maintaining client relationships, executing trades, providing investment recommendations, and ensuring regulatory compliance.
Qualifications
- Strong financial advisory and market analysis skills
- Experience in customer assistance and relationship management
- Knowledge of financial products such as Equities, Mutual Funds, and Bonds
- Proficiency in using digital trading platforms and tools
- Excellent verbal and written communication skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, Business, or related field
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