Senior Relationship Manager
HDFC securities
Date: 6 hours ago
City: Ludhiāna, Punjab
Contract type: Full time
- Position
Experience Required
3 Years to 10 Years
Job Description
- Execution of trade orders on behalf of clients.
- Building relationships with clients and educating them about investments.
- Client acquisition as per targets and cross-selling of 3rd party products (MF, Insurance, SIP, etc.).
- Client meetings and bank branch visits as per goal sheet.
- Executing trade orders.
- Advising clients based on research reports.
- Graduation (preferably with finance specialization).
- NISM 8 Certification (Equity & Derivatives) / NISM 5 Certification (Mutual Funds).
- Stock market knowledge is mandatory.
- Should possess good communication skills.
This role is focused on:
- Equity and investment advisory services
- Trade execution for clients
- Client acquisition and relationship management
- Cross-selling financial products such as Mutual Funds, SIPs, and Insurance
- Providing investment recommendations based on research reports
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