Senior Relationship Manager

Hdfc Securities; Margao; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Securities is seeking an experienced equity dealer to join its client advisory team in Goa/Margao, India. You will guide clients on investments in equity and derivatives, build trusted relationships, and help expand the client base while cross-selling third-party products.

The role requires at least 3+ years in equity dealing and certifications like NISM 8 and IRDA 5A. You will execute trades and provide advice based on research reports to support growth.

Qualifications

• Advising clients on Investments in Equity & Derivatives markets.
• Building relationships and educating clients about Investments.
• Cross selling of third party products.

Responsibilities

• Executing trades orders.
• Advising clients based on research reports.
• Accelerating client base.
• Cross selling of third party products.

Skills

Equity dealing

Client advisory

Relationship building

Cross selling

Trade execution

Education

Any Graduate

NISM 8

IRDA 5A

Job description

Role & responsibilities

Primary Responsibilities

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

Specialized Activities:

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

Preferred candidate profile

• Any Graduate
• Min 3+ Years of exp in Equity Dealing
• NISM 8, 5A IRDA Mandatory certifications.

Regards,

Prashant Ghusale

HR - HDFC Securities Ltd

9890442104