Relationship Manager

HDFC securities; Mumbai; In loco; INR 900.000 - 1.500.000; Tempo pieno

Descrizione del lavoro

HDFC Securities Ltd. in Mumbai seeks a Relationship Manager for its Digital Acquisition team focused on CXO clients.

You will identify and onboard high-net-worth individuals, provide portfolio advisory across equities, derivatives, mutual funds, PMS, and structured products, and deepen relationships through regular reviews and targeted cross-sell. Your role includes coordinating trades, account setup, and issue resolution with research and operations, while ensuring SEBI-compliant, risk-aware

Competenze

• 3+ years of proven stock broking, equity sales, or wealth management with HNI clients
• Bachelor's degree in Finance, Commerce, Business Administration, or related field; MBA preferred
• Trilingual fluency in English, Hindi, and Marathi preferred

Mansioni

• Acquire new clients including HNIs, affluent investors, or corporate clients through market networking and referrals
• Advise clients on capital market investments including equities, derivatives, mutual funds, bonds/NCDs, PMS, and structured products
• Review portfolios regularly, share market insights, and cross-sell financial products to expand wallet share
• Coordinate with internal research and operations teams to assist clients with trades, account setup, and issue resolution
• Ensure compliance with SEBI and internal policies for all interactions and transactions
• Maintain market knowledge and explain investment strategies in simple terms
• Meet AUM acquisition targets and revenue goals for HNI and CXO clients
• Utilize MS Office and CRM platforms (such as Leadsquared)

Conoscenze

Client acquisition

Portfolio advisory

Relationship management

Trade & service coordination

Compliance awareness

Market knowledge

Communication skills

Sales targets

CRM familiarity

Formazione

Bachelor's degree in Finance/ Commerce/ MBA preferred

MBA preferred

Strumenti

Leadsquared

MS Office

Descrizione del lavoro

Position - Relationship manager - Digital Acquisition team CXO

Key Responsibilities

• Client Acquisition: Identify and onboard new high-net-worth individuals (HNIs), affluent investors, or corporate clients through market networking and referrals.
• Portfolio Advisory: Advise clients on capital market investments, including equities, derivatives, mutual funds, bonds/NCDs, Portfolio Management Services (PMS), and structured products.
• Relationship Deepening: Conduct regular portfolio reviews, share market insights, and cross-sell financial products to expand wallet share from existing accounts.
• Trade & Service Coordination: Assist clients with order execution queries, account setup, and issue resolution in coordination with internal research and operations teams.
• Compliance & Reporting: Ensure all client interactions and transactions adhere to regulatory guidelines set by market bodies like SEBI and internal compliance protocols.
• Market Knowledge: Deep understanding of stock market trends, technical/fundamental analysis, and risk-return profiles.
• Communication & Interpersonal Skills: Excellent communication skills and ability to explain complex market movements and investment strategies in simple terms.
• Sales & Target Orientation: Track record of achieving AUM acquisition targets and revenue goals for HNI and CXO profile clientele.
• Analytical & CRM Tools: Proficiency in MS Office and CRM platforms (such as Leadsquared)

Required Qualifications & Certifications

• Education: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (MBA is often preferred).
• Certifications: Mandatory regulatory certifications such as NISM Series XXV-A and NISM Series V-A (Mutual Funds) in India.
• Experience: 3+ years of proven experience in stock broking, equity sales, or wealth management with HNI clients(Virtual/Branch).
• Language Proficiency:Trilingual fluency in English, Hindi, and Marathiis highly preferred.