Senior Relationship Manager

Hdfc Securities; Pune District; On-site; INR 600,000 - 800,000; Full time

Job summary

Hdfc Securities is looking for an experienced professional in Pune District, India, to advise clients on their investments in equity and derivatives. The ideal candidate will have a minimum of 4 years of experience in equity dealing and knowledge of investment strategies.

The role includes building client relationships, executing trades, and providing advisory services based on research reports. Qualifications include being a graduate and holding NISM certifications.

Qualifications

• Minimum 4+ years of experience in Equity Dealing is mandatory.

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

Skills

Client advising

Relationship building

Investment education

Equity trading

Education

Any Graduate

NISM 8

NISM 5A

IRDA

Job description

Role & 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
• NISM 8, 5A, IRDA
• Min 4+ Years of experience in Equity Dealing is Mandatory