Senior Relationship Manager

HDFC Securities Ltd.; Chhatrapati Sambhajinagar District; On-site; INR 500,000 - 700,000; Full time

Job summary

HDFC Securities Ltd. in Maharashtra seeks a skilled investment adviser to guide clients in equity and derivative markets. You will educate clients, build trust, and accelerate the client base while cross-selling third-party products.

The ideal candidate has 2+ years in equity dealing, and holds NISM 8, 5A, and IRDA certifications. This role is office-based in Maharashtra, with a focus on client acquisition and regulatory compliance.

Qualifications

• 2+ years of experience in Equity Dealing.
• NISM 8, 5A, IRDA certifications are mandatory.

Responsibilities

• Advising clients with regards to their investments in Equity & Derivatives Market.
• Building relationships with the client and educating them about investments.
• Accelerating client base growth.
• Cross selling of third party products.

Skills

Client relationship

Communication

Sales orientation

Education

Any Graduate

Job description

Role & responsibilities

• 1. Advising clients with regards to their Investments in Equity & Derivatives Market,
• 2. Building relationships with the client & educating them about Investments
• 3. Accelerating client base.
• 4. Cross selling of third party products.

Specialized Activities:

• 1. Executing Trades Orders.
• 2. Advising Clients based on Research Report.

Preferred candidate profile

• Any Graduate.
• Min2+ Years of experience in Equity Dealing is must.
• NISM 8, 5A, IRDA are mandatory certification.

Regards,

Prashant Ghusale

HR - HDFC Securities Ltd.

9890442104