Relationship Manager

HDFC Sky Partnership; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

HDFC SKY, the discount broking app from HDFC Securities, is seeking a Relationship Manager - Digital Broking in Mumbai. You will be the human face of the platform, helping investors get started, feel comfortable, and grow their activity with SKY.

You will acquire new clients digitally and via referrals, build a portfolio of active traders, guide them through onboarding and product options, and drive activation while staying compliant.

Qualifications

• Graduate in any discipline; MBA/PGDM is a plus.
• Experience in broking, wealth, banking or financial services sales.
• Strong understanding of equity markets, derivatives and mutual funds.
• NISM Series VIII (Equity Derivatives) certification or willingness to complete within joining days.
• Fluent in English and Hindi; regional languages a bonus.
• Comfort with digital tools and CRMs; phone-first approach.

Responsibilities

• Acquire and onboard new clients onto HDFC SKY through digital leads, referrals, and partner channels.
• Build long-term relationships with a portfolio of active investors and traders.
• Guide clients through account opening, platform features and product options across equity, derivatives and mutual funds.
• Drive activation and engagement so new clients actually start using the platform.
• Deepen relationships by introducing relevant products based on each client's needs.
• Handle client queries promptly and work with internal teams to resolve issues.
• Meet monthly targets for acquisition, activation, and revenue.
• Keep every interaction within SEBI and internal compliance guidelines.

Skills

Communication skills

Digital tools

Client focus

English and Hindi

Education

MBA/PGDM in Finance or Marketing

Tools

CRM software

Job description

Relationship Manager - Digital Broking | HDFC SKY

HDFC SKY is the discount broking app from HDFC Securities. It pairs the trust of one of India's most respected financial names with an app built for how people invest today. Stocks, F&O, mutual funds, IPOs, and global investing, all in one place, with pricing that keeps things simple.

About the role

This isn't a cold-calling job with a quota sheet taped to the monitor. You'll be the human side of a digital platform, helping investors get started, get comfortable, and get more out of SKY. If you can explain markets to someone without making their eyes glaze over, we'd like to talk.

What you’ll do

• Acquire and onboard new clients onto HDFC SKY through digital leads, referrals, and partner channels
• Build long-term relationships with a portfolio of active investors and traders
• Guide clients through account opening, platform features and product options across equity, derivatives and mutual funds
• Drive activation and engagement so new clients actually start using the platform
• Deepen relationships by introducing relevant products based on each client's needs
• Handle client queries promptly and work with internal teams to resolve issues
• Meet monthly targets for acquisition, activation, and revenue
• Keep every interaction within SEBI and internal compliance guidelines

What you’ll bring

• Graduate in any discipline (MBA/PGDM in Finance or Marketing is a plus)
• Relevant experience in broking, wealth, banking or financial services sales
• A working understanding of equity markets, derivatives and mutual funds
• NISM Series VIII (Equity Derivatives) certification, or willingness to complete it within [X] days of joining
• Clear communication in English and Hindi (regional languages are a bonus)
• Comfort with digital tools, CRMs and a phone-first way of working
• A client-first attitude and the patience to explain the same thing five different ways

Good to have

• Experience with a discount or digital-first broker
• NISM Series V-A (Mutual Fund Distributors)
• An existing network of investors or HNI clients