Senior Relationship Manager

HDFC securities


Date: 2 weeks ago
City: Ludhiāna, Punjab
Contract type: Full time
  • Position

Relationship Manager / Senior Relationship Manager

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.

Specialized Activities

  • Executing trade orders.
  • Advising clients based on research reports.

Required Criteria

  • 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.

Summary

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

The ideal candidate should have stock market knowledge, relevant NISM certification, strong communication skills, and 3–10 years of experience in client-facing financial services or wealth management roles.

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